Use an Estimate Template to Create an Estimate

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: 

  1. On the New Estimate overlay, click the Templates button.


  2. In the Load Template dialog, select an existing template from the dropdown list.
  3. Optionally, check the “Use values on template” check box to fill in the pre-set quantity fields.
  4. Click Apply.
  5. 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.



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