Hi there, Thomas.
Currently. the copy function within the estimate form is removed. However, you can still duplicate and edit it in the Sales tab, where the option is transfer. Here's how:
- Go to Sales.
- Choose Estimates.
- Click the dropdown icon below the Action column in the right side corner of the estimate you want to duplicate,
- Select Duplicate.
- Create changes to the duplicated estimate. Once done, tap Save and close.
For more info, check out this article: Duplicate an invoice or an estimate in QuickBooks Online.
In the meantime, I recommend submitting direct feedback to our Product Development Team about the duplicate option in the estimate form.
If you want to learn how to personalize and add specific info to your sales forms, you can read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
For additional questions about managing your estimate form and transactions, leave a comment below. I'll be willing to lend a hand. Keep safe.
