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Re-Quoting an Estimate (and Preserving ALL the Data)?

edited Dec 26, 2025 8:52PM in Ask A Guru 6 comments

Does NetSuite have a way (whether natively, via turning on a Feature, or via a SuiteBundle/SuiteApp/Module) to re-quote an estimate and preserve ALL the data?

We are a custom job shop and oftentimes we will re-quote a job months or sometimes even a year after the initial estimate was given to the customer. In these cases we don't want to modify the existing, original estimate, but want to make a complete clone of it and then use the new estimate as our "requote".

(By "complete clone", I mean everything: body-level data, items, communication records, and files.)

Can this be done?

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