I’m here to assist you in streamlining the process of sending multiple estimates to your customers, Bobcat.
Instead of copying each estimate manually, create a master estimate and use the CC/BCC fields to send it to multiple clients simultaneously. To do so, please follow the steps below:
- Open your QuickBooks Online account.
- On your left navigation panel, select Projects.
- Find and open the project.
- Click the Add to project dropdown, then select Project Estimate.
- Select your customer from the dropdown.
- Once done, click the Cc/Bcc button below the email address field.
- Add there respective email addresses and separate it with a commas.
- Once done, click Save and Save and close.
For reference, please see the screenshot below:

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Moreover, if you want to learn more about tracking your labor costs and profitability, please see this article for your guidance: Track hourly labor costs and profitability by project in QuickBooks Online.
Feel free to reply to this post if you have other concerns or questions about this process, Bobcat.