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Save As . . .

Creates a copy of the current estimate under a new file name.

Bilandra Chase avatar
Written by Bilandra Chase
Updated over 3 years ago

Saves the open estimate under a new file name without changing the old file name.

Shortcut: F12

Or Under Main Menu < File Menu, click:

For example, to create an alternate bid using Save As:

  1. With the initial version of estimate complete and open on your screen, click either the shortcut, or Save As from the Main Menu < File Menu.

  2. Type a name for an alternate bid and click OK.

  3. Every keystroke made after clicking OK will appear in the new estimate, not the old estimate.

To Save As an estimate that is not open:

  1. Click the Open Estimate icon on the Toolbar or from Main Menu < File Menu.

  2. Click the three dots at the right of the file you want to Save As.

  3. Click Save As…

  4. Type the name of the alternate bid and click OK.

Tips:

  • You can use Save As to create a reusable template instead of creating an estimate or bid from scratch.




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