How to Create a Custom Estimate Template

Overview
Define a new template with fixed line-items and pricing for future reuse.

Steps

1. Under Estimate Template, click Estimate Template (button).

2. Enter a Name and select Currency.

3. (Optional) Add a Description explaining the template’s purpose.

4. Add line-items: choose Product or custom Item Name, set Unit Price and Tax.

5. Click Add Item for each row needed.

6. Click Save.

Tips

• Use templates for standard packages (e.g. support retainer, service bundles).

• Include default terms in the description field to remind your team of scope.

Troubleshooting / FAQs

• Q: Template doesn’t save.

  • A: Ensure the Name field is not blank and you have at least one line-item.

• Q: Wrong currency on template.

  • A: You cannot change currency after saving; create a new template with desired currency.