How to Copy an Estimate (Supplier)

You can copy any retracted estimate, alter the details and send it to a buyer.

To copy an estimate:

• Click Estimates in the Project Menu.
• Select List from the Estimates drop-down menu.
• The RFEs and Estimates page appears.

• Click the RFE title of the RFE you want to copy.
• The RFE Details page appears.

• Click Copy Estimate.
• The estimate is copied and the Edit Estimate page appears.

• Make the changes you want and click Send Estimate.
• The estimate is sent to the buyer.
• If you want to save the estimate as a draft, click Update Estimate.
• The estimate is stored as a draft and the estimate appears on the RFE and Estimates page with a status of "Draft".