Duplicating an Estimate

Here's a quick video on how to duplicate an Estimate in Ediphi:

In Ediphi, users have the ability to duplicate an estimate within a project, or duplicate it to another project under your account. This feature comes in handy for new projects that have similar estimates for a job that you have already done before. Instead of having to create an entirely new estimate from scratch, follow these steps to duplicate an old estimate:

To Duplicate an Estimate:

  1. Click on the 3 dots (ellipses) next to your Estimate within the left-side panel, and select Duplicate.
  2. Select current project, or choose another project to send the Estimate to. Please note that the projects listed are only the active projects that you are currently a member of.
  3. Click Duplicate.
  4. You will be taken automatically to the new duplicate Estimate.

Note: If your estimate/project has custom Sort Fields or Sort Codes, these will get transferred. However, there is a logic behind it based on what’s available in the source project and the destination project. For more information, please see our Cross-Project Estimate Duplication Logic (for Sort Fields) article.

If you have any questions, feel free to contact our support team and we'll be happy to help!

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