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How to Duplicate a Template or Existing Bid

  1. Navigate to the Bids List.
  2. Locate the template or existing bid you want to duplicate.
  3. Click the gear icon to the right of the bid or template.
  4. From the dropdown menu that appears, select "Duplicate."
  5. A new bid or template will be created with the same information as the original. You can rename and modify it as needed for your new project.

Duplicating a bid or template can save you time when creating estimates for similar projects, as it allows you to reuse and customize existing information.