Overview
In JACK, our suggested workflow is to maintain one lead per estimate. If you need to create a similar estimate for another potential project, you can copy rather templating the existing estimate and start from scratch. This functionality helps streamline your workflow while keeping each lead and estimate clearly organised.
To copy your estimate, navigate to Sales > Estimates > Costings and click 
on the right-hand side. This will open a pop-up where you can select an existing lead or create a new lead. Click 
to finalise this process.