How to Save Your Estimates as Templates
If you have a standard template for your business that you would like to use time and time again, you can always create your own custom template to save time.
Once you create your estimate with your preferred format, select the More Actions button and select Save as Template.
From there, you can name your template and select all the sections you would like to keep for your estimate template. Click Save.
Your custom template will save line items and prices, but will not include quantities for each item. This allows you to easily use the template for any job and update it as needed.
You can access all of your own custom templates in template centre.
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