Duplicate / Copy Estimates and Invoices

Save time by copying an existing estimate or invoice. The copy includes all items, sections, pricing, and client details so you can quickly create a new document without starting from scratch.

How to Copy an Estimate or Invoice

You can copy any estimate or invoice that you own or that belongs to your team. The copy creates a brand new document — the original is not modified.

  1. Open the Document

    Navigate to the estimate or invoice you want to copy.

  2. Open the More Menu

    Tap the More menu (three dots) at the top of the document.

  3. Select "Copy"

    Choose Copy from the menu. GetCost will create a duplicate and open it automatically.

  4. Edit as Needed

    The copy is a fully independent document. Change the client, update items, adjust pricing, or rename it — nothing affects the original.

Note: The copied document keeps the same type as the original. Copying an estimate creates a new estimate; copying an invoice creates a new invoice.

What Gets Copied

The copy is a full clone of the original document. Everything that makes up the estimate or invoice is included in the new copy.

Data Copied?
Client assignment Yes
All items and sections Yes
Quantities and prices Yes
Taxes, markup, and discounts Yes
Notes and descriptions Yes
Template and styling Yes
Payment history No
Signatures No
Sent/viewed status No (starts as draft)
Tip: The new document starts as a fresh draft, so you can edit it freely before sending it to a client.

Common Uses

👥

Same Work, Different Client

Copy an estimate, change the client, and adjust the details. Great for similar jobs across different customers.

📄

Revised Quote

Copy an existing estimate to create a revised version with updated pricing or scope, while keeping the original on file.

📅

Repeating Invoices

For recurring work, copy a previous invoice and update the date and any changed line items.

📋

Starting Point

Use a detailed past estimate as a template for new projects instead of building from scratch every time.