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How to Apply a Template to an Estimate

Learn how templates behave when applied to an estimate and what to expect when adding them to empty or existing estimates.

  • Open an estimate
  • Click Add Template

Add template 1 for KB

  • Select the desired template

Add tempalte step 2 for HS

Note: As a reminder, estimates can be sorted into folders, search for the one you need. 

What Happens Next

  • If the estimate is empty, the template will automatically load
  • If the estimate already has line items, you will be prompted to choose whether to merge or replace

Add template step 3 for HS