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How to create an estimate template

This guide provides steps to create an estimate template so you can save and reuse frequently used estimates.

Step by Step Guide:

    1. Navigate to JOBS > Estimate.

    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. Enter the necessary information for your template, and select Save.

    6. Your new template will appear on the Search Estimate Templates landing page.