Duplicating estimates or having a template that's always the same
pillz
Member Posts: 1
With our construction company, we mostly always sell the same stuff and have about 12 steps in each estimates. The only thing that changes most of the time is the price and quantity. We like wave, but lose a lot of time for every estimate by having to write the 12 steps each time we do an estimate.
I can do as much as 15-20 estimates per day in peak season so you can see how I lose a lot of time by always having to re-create an estimate. With my old company, we used ODOO and when a project or product was the same, I could duplicate a previous client's estimate, change the client's details to the new client's and change the price.
I was wondering if there was such a way to do something like this with wave. Would be a huge time saver on our side as we grow more and more!