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 not associated with the same project as the source estimate and do not retain the added to opportunity status of the source estimate.

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. Select the opportunity for the new estimate.
   Note:

   The opportunity currency must be the same currency as the new estimate.

4. [Optional] Add or edit the description of the new estimate.
5. Click Create.

Note:

• If required, fields can be excluded from cloning. The Stage, Approval Status, and Opportunity Product fields are excluded from cloning by default. An administrator can control the fields that are excluded from cloning. For more information, see Estimate Field Sets.
• If an estimate fails 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.