This article will show you how to create an Estimate using an Estimate template.
Note: You'll want to ensure you've set up your Estimate templates before you begin.
To create an Estimate from a template, follow these steps:
- On the New Estimate overlay, click the Templates button.
- In the Load Template dialog, select an existing template from the dropdown list.
- Optionally, check the “Use values on template” check box to fill in the pre-set quantity fields.
- Click Apply.
- After the template has loaded, fill in or change any information as needed.
You can visit our Help Center for more information on Estimate setup.