How to utilize estimation templates

Estimation templates help you save time and maintain consistency across projects by reusing predefined structures. Instead of starting from scratch, you can base new estimates on saved templates.

1. Save an estimate as a template

You can save a template from either the Sales overview or from inside an open estimate.

From the Sales overview

1. Go to Sales.
2. Locate the estimate you want to turn into a template.
3. Click the three dots in the top right corner of the estimate card.
4. Select Save as template.

From an open estimate

1. Open the estimate.
2. Go to the Summary tab.
3. Scroll to the bottom of the list.
4. Click Save as template.

Tip: You can also create an estimate solely for the purpose of saving it as a template and delete it afterward if not needed.

2. Use a saved template

When creating a new estimate, you’ll be prompted to select a template. Choose one of your saved templates to pre-fill the estimate with standard cost categories and line items.

This helps streamline setup and ensures consistency across similar project types.