Cloning an Estimate

You can clone an estimate to copy the estimate details and all associated records to a new estimate. Cloning an estimate is useful when you want to create an exact copy or make only minor changes to the existing estimate details. For example, if you wanted a Time and Materials version and a Fixed Price version of the same estimate on an opportunity.

New estimates are associated with the same opportunities as the source estimate, but they are not associated with the same project as the source estimate, or with opportunities the source estimate has been pushed to.

You can also clone an estimate template. For more information about estimate templates, see Creating an Estimate Template.

To clone an estimate:

1. On the estimate, click Clone Estimate.
2. Enter the name for the new estimate.
3. [Optional] Add or edit the description of the new estimate.
4. Click Create.

Notes:

• If required, fields can be excluded from cloning. For more information, contact your administrator.
• If an estimate fail to clone, you'll receive a notification. Your administrator can view more information about the failure in the related app log record. For more information, see App Log.