How to Duplicate an Estimate
If you need the same estimate for a different client, you can duplicate an existing estimate in Bolster rather than rebuilding it from scratch. This saves time when reusing scopes of work across multiple clients or projects.
Steps
1. Navigate to the Estimates Tab
There are two ways to get to your estimates:
- Click the three dots menu and select Estimates from the list, or
- Open the CRM dropdown menu from the left-hand navigation and click Estimates
2. Find the Estimate
Locate the estimate you want to duplicate from the estimates list.
3. Duplicate the Estimate
Right-click on the estimate, then click More, and select Duplicate.
Key Notes
- Duplicating an estimate copies the full scope and line items — you can then reassign it to a different client.
- This is especially useful when you have a standard scope (e.g., a bathroom renovation) that you want to reuse across multiple leads.