Reuse an estimate as a template

A template saves the categories and line items of an estimate so you can reuse the structure for similar work.

Save a template

1. Open an estimate with the items you want to reuse.
2. Open its actions and choose Save Estimate as Template.
3. Give it a clear name, such as “Fence replacement.”
4. Choose Save Template.

Use it for another job

Start an estimate in the new project and choose a template. Review every item before sending: quantities, prices, scope, taxes, and customer details may be different for this job.

Use the pricebook for individual reusable items. Use a template when you want a group of items and categories together. Neither replaces checking the final estimate.