There is a tip for estimates that lies behind Clone Estimate option. It offers possibility to use the same estimate content for another customer and save your time. When you land on Estimate page, choose Actions tab and then Clone this Estimate. When you are directed to the estimate, change Client Info or edit Estimate Info, save and send to another potential client as an offer.
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- How does the Invoice option works?
- How to set template for invoice of your company?
- What is the purpose of Invoice template setting?
- How to make Estimate?
- How does Create Client from this Estimate work?
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