Skip to main content

Merge Two Estimates

Use the LIG feature to merge line items from one estimate into another.

Gabrielle P avatar
Written by Gabrielle P
Updated over 2 weeks ago

If you have two estimates and want to combine the line items into one estimate, use the Line Item Group (LIG) feature.

Create an LIG with line items from Estimate A.

Under the hamburger menu, choose “Create LIG”.

Label the LIG and click the categories you want to transfer to Estimate B. This will save all the line item information (names, rates, taxes, memos, etc.). Please note, Private Memos do not transfer into LIGs.

Then, go to Estimate B and under the hamburger menu, click "Import LIG."

Choose the LIG you just created from the drop down menu.

This will import those line items and categories into the other estimate.

For more information about the LIG feature, click here.

Did this answer your question?