How to Edit an Estimate Template in the Estimator

Article Introduction

In the Estimator, templates are not edited directly. To make changes, you must create a new estimate, apply the existing template, update it, and save it as a new template.

How to Edit an Existing Template

• Go to the Estimates tab
• Click Add Estimate

Apply the Template

• Open the template selector
• Select the template you want to edit

Reminders: 

• If the estimate is empty, the template will load automatically.

• If line items already exist, you will be prompted to choose whether to merge or replace them.

Modify the Template

• Add or remove Line Items
• Update product selections or options
• Adjust structure as needed

Save as a New Template

• Open the Add Template dropdown
• Select Save Template
• Enter a new template name
• Confirm the save

Best Practice

Before saving the updated template:

• Use the save icon on the template you wish to replace or
• Delete the old template if it is no longer needed

Important Notes

• Templates cannot be edited directly
• Changes must be saved as a new template
• Existing templates will not update automatically