Creation of the estimate directly from an invoice. This option is especially helpful if there is a customer who frequently purchases the same items. On invoice records, users who have permission to create new estimates will be able to see a “Renew” button at the tops of invoices. Selecting this button will open a new estimate record that is already populated with the items and prices listed on the invoice. Then, need to make any necessary adjustments to the estimate record and save it.
