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InfoFlo Pay-KB

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Duplicate An Estimate

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InfoFlo Pay lets you duplicate an estimate so that you don’t need to recreate similar estimates. To duplicate an estimate:

    1. Selects Estimates from the left hand menu.
    2. Click the action button located on the right for the estimate you would like to convert.
    3. Select “Duplicate” from the action drop down list.
    4. The duplicated estimate will load. You can now change all desired fields such as “Bill To” field, “Create” date ect.
    5. When ready click “Submit” to create the new estimate.