Edit an Estimate
Edit with AI or by hand: line items, groups, pricing adjustments, and revisions.
By Dave and 1 other2 authors4 articles
- How to edit items on an estimateEdit, add, delete, duplicate, and move items, groups, and sections on a draft estimate, and choose which table columns you see.
- How to combine estimatesMerge two or more estimates from the same project into one new draft estimate, with each original becoming its own section.
- How to fix an estimate with Handy or by handCorrect an estimate by asking Handy in chat, editing rows yourself, or undoing and reverting changes, including on a sent estimate.
- How to duplicate, archive, or delete an estimateCopy an estimate to reuse it, archive one you no longer need and bring it back later, or delete it. See what each action does to proposals and invoices.