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".