How to create an estimate template

An estimate template helps save your frequently used estimate formats for future use, which makes it simpler for you to manage and find your estimates.

Steps:

1. Navigate to Jobs > Estimates. 
2. Click Templates on the page's top-right-hand side.
3. Click NEW ESTIMATE TEMPLATE. 
4. Enter a name for your template in the Template Description Field and select Save.
   
   
5. A freeform estimate builder will be presented. To learn more about creating a freeform estimate click here.
6. Enter the necessary information for your template, and select Save.
   
   
   
7. Your new template will appear on the Search Estimate Templates landing page.