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:
- Click on the 3 dots (ellipses) next to your Estimate within the left-side panel, and select Duplicate.
- 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.
- Click Duplicate.
- 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!