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Adrian_A
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Hello LillanLillan,

 

We want you to come across a different issue than this. I'm here to enlighten you about duplicating an estimate.

 

With the new layout, we're unable to create a copy of the mentioned transaction. I have a workaround for you, though.

 

If you still have the option to revert to the old layout, you can use it so you can make a copy of the estimate. You can do so by opening the estimate. Next, click Manage. Then, Old layout. I've added this screenshot as your visual guide:

 

 

If you're unable to use the previous layout, you can use your old estimate template. Here's how:

 

  1. On the Estimate page, click Manage.
  2. Go to the Design section.
  3. Under Other templates, select your old template.

 

Furthermore, I've added this reference as your guide in creating an invoice from an estimate: Convert an estimate directly to an invoice.

 

You can always post in the forum whenever you have concerns about creating an estimate.

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