Use an Estimate Template to Create an Estimate

If you have already set up estimate templates, follow these steps on the New Estimate overlay to use a template: 

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


  2. In the Load Template dialog, select a template from the dropdown list.
  3. Optionally, check the “Use values on template” check box. This will fill in all pre-set quantity fields.
  4. Click Apply.
  5. After the template has loaded, fill in or change any information as needed.

To set up a new template, see Build Your Own Estimate Templates.



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