You can use an existing estimate as a template for a new one.
- To find all existing treatment estimates, go to Clients & Patients > Estimates and select the Estimates filter.
- Open an estimate you want to copy and select the Estimate button on the estimate row.
- In the top or bottom left-hand corner of the page, select Create copy. All item information is copied to the new estimate, but the estimate basic information (client and patient, veterinarian, notes, appointment/consultation, and preference time) is cleared from the copy.
See Also
Create a Treatment Estimate Bundle
Create a Treatment Estimate Using a Bundle
View, Edit, and Archive Treatment Estimates
Use a Treatment Estimate on a Consultation
Print or Email a Treatment Estimate
Mark Estimate Items as Declined by the Client
Treatment Estimates Overview and Settings
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