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How to get all Opportunity line items to Estimate and SOV?

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To get line items to Estimates, an Estimate needs to be created. To create one, go to the Menu and choose Opportunities and pick the one you need to create an Estimate for.

Once here, scroll down to the bottom to the Actions drop down on the right and choose Create Estimate. To move this to SOV, once the Opportunity is converted into a Project, they automatically carry over and once the Estimate is approved, it can be imported into the SOV.

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