Create Estimates from Sales Orders I may be overthinking this ... but is there a (clever) way to generate new Estimate records from existing Sales Orders, possibly in bulk? We've got a unique use case where we need to send a group of Customers new Estimates / Proposals based off their last sale. Any thoughts? Thanks -

I don't think there is a "clever" way to do this. A couple of options: 1. if you created Estimates in the first place, you could "make copy" of them in the UI. 2. If the SO could have changed since converting from an Estimate, download the SO's by CSV and import them as new Estimates.

Hi Lee - CSV from SO's is the path we had been considering given the likelihood of changes between Estimates and final document. Many thanks for the reply.