Copying a previous estimate


Open the list of estimates, for the estimate you would like to copy click the   button. This will open a new pop up.


In the pop up update the detail to the relevant information for your new estimate. Use the tick boxes to choose which items you want to copy over to your new estimate. Click "OK"





Starting an estimate from a template


In the Navigation menu, click Estimates > Templates 


Click the  button next to any existing templates to generate a new copy. 


This will open a new pop up.


In the pop up update the detail to the relevant information for your new estimate. Use the tick boxes to choose which items you want to copy over to your new estimate. Click "OK"



See here (https://buildxact.freshdesk.com/solution/articles/24000031039-3-ways-to-create-a-template) for help on creating templates.