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How do I copy data from a previous estimate?

Reuse past estimates by clicking the copy from estimate button, which will replace all existing line items.

At the top Line items portion of the Estimate page, you’ll see a Copy from estimate button.

Screenshot 2026-01-28 at 4.52.21 PM

Click on that and you’ll see a drop down to select from previously created estimates.

Screenshot 2026-01-28 at 4.52.58 PM

Copying an estimate will replace all existing line items and data in the current estimate.