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Creating an Estimate Using a Template

Key words in this article: create estimate using template, estimate templates, apply template, reusable estimates, estimating workflow

Article Introduction

Estimate templates allow you to quickly create customer estimates by reusing a predefined set of product groups and line items. Using a template eliminates the need to build an estimate from scratch and helps ensure consistency across similar jobs.

Getting started

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Step 1: Start a New Estimate

  1. Go to the Estimates tab.

  2. Click Add Estimate.

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If an estimate is already open and you do not see the option, close the open estimate and return to the Estimates tab.

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Step 2: Apply an Estimate Template

  1. Inside the new estimate, click Add Template.

  2. Select the desired template from the list.

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The template is applied immediately, and a confirmation message will indicate that the template was successfully added.

Step 3: Review the Estimate Structure

After applying the template:

  • All product groups included in the template are added to the estimate

  • Each group contains the standard line items defined in the template

This replaces the need to manually add groups and line items one at a time.

Step 4: Rename the Estimate

  1. Click the pencil icon next to the estimate name.

  2. Enter a name that reflects the customer, job, or location.

  3. Save the change.

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Clear naming makes it easier to identify and reference the estimate later.

Optional Step

If you want to save the changes as a new usable template, follow these steps:

  1. Click on the arrow right next to + Add template.

  2. Select the option Save template. 
  3. Rename the template. 
  4. Save changes.

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What Happens Next

Once the template has been applied, the estimate can be customized for the specific job by:

  • Updating measurements and quantities

  • Adding additional line items if needed

  • Removing line items that do not apply

These changes affect only the estimate and do not modify the original template.

Important Notes

  • Templates can be reused across multiple customers and jobs.

  • Applying a template does not lock the estimate; all items remain editable.

  • Changes made to an estimate do not impact the saved template.