Need to roll multiple estimates into one? Handoff's Combine Estimates tool lets you merge two or more estimates from the same project into a single, consolidated estimate — perfect for presenting a unified scope to your client while keeping your original breakdowns intact.
Before you start
A few things to know:
All estimates must be in the same project. You can only combine estimates that already live under one project. If the estimates you want to combine are scattered across different projects, move them into a single project first.
Your original estimates are retained. Combining doesn't delete your originals — they stay on file for reference, so you can always look back at how each estimate was built before it was merged.
You need at least two estimates to combine.
Change orders can't be combined. Only standard estimates are eligible.
Archived estimates can't be combined. Restore them first if you want to include them.
What gets combined (and what doesn't)
When you combine estimates, Handoff merges:
All line items, sections, and rooms from each selected estimate
Markups
Tax rate settings
AI preference instructions
Each original estimate becomes its own room inside the new combined estimate, so the structure stays organized and easy to read.
What doesn't carry over: linked invoices, proposal details, and client messages stay attached to the original estimates only — they aren't merged into the new combined estimate.
Step-by-step: Combining estimates
Step 1 — Open the estimate you want to start with
Navigate to the project and open one of the estimates you'd like to include in the combined version. This estimate will automatically be part of the merge.
Step 2 — Open the options menu
In the estimate view, tap the options menu (the three-dot icon) in the top navigation bar and select Combine estimate.
Step 3 — Select the other estimates to combine
A dialog will appear showing all other estimates in the same project that are eligible to combine. For each estimate, you'll see:
The estimate name
Total cost
Number of line items
Date created
Check the box next to each estimate you want to include, then tap Next.
💡 Tip: Only estimates from the current project will appear in this list. If you don't see the one you're looking for, make sure it's in the same project and isn't a change order or archived.
Step 4 — Name your combined estimate and confirm
Review and edit the combined estimate title (it'll be pre-filled based on your starting estimate — feel free to change it to something like "Full Scope — Smith Residence").
Review the reminder about what does and doesn't get merged.
Tap Combine X estimates to finish (where X is the total number selected)
Step 5 — You're done!
You'll be taken to your brand-new combined estimate, and you'll see a confirmation toast: "Estimates combined successfully." Each original estimate now appears as its own room within the new estimate, and you can continue editing from there.
Accessing your original estimates
Your original estimates are retained for reference after combining. They remain in your records so you can always go back and see how each one was built before it was merged. If you ever need to restore the originals as separate, active estimates, reach out to support or use the Uncombine option.
⚠️ Heads up: If you uncombine a combined estimate, any edits you made to the combined version after it was created will not transfer back to the originals.
FAQ
Can I combine estimates from different projects?
No. All estimates must live in the same project. Move them to a shared project first.
Will my original estimates be deleted?
No — they're retained for reference so nothing is lost.
Can I combine a change order into an estimate?
No. Change orders aren't eligible for combining.
What happens to my markups and tax rates?
They're carried over to the combined estimate automatically.
Can I combine just one estimate with another, or do I need more?
You need a minimum of two estimates total (the one you start from + at least one other).