How to create an estimate template?

Estimate Templates are handy, so you don’t have to keep re-making estimates with similar line items over & over. To create estimate templates, please follow the below steps:

  • Menu > Estimates > select estimate > Items Tab > Edit > Scroll to the bottom & check mark the box “Save Estimate as Template”
Previous How to add a tax percentage to bids so it can automatically give the total with tax?
Next How to Create an Estimate?