Overview
Organize reusable sets of products, descriptions and pricing as templates to speed up estimate creation.
Steps
Go to Finance > Estimates and click Estimate Template.
View your list of templates; use the “⋮” menu to Edit, Delete, or Create Duplicate.
Click Estimate Template to add new or modify existing templates.
Tips
Name templates clearly (e.g. “Monthly Retainer,” “Website Build”) so your team can find them fast.
Duplicate a template to make small adjustments without altering the master version.
Troubleshooting / FAQs
Q: I can’t delete a template.
A: Templates in use by active estimates cannot be deleted—cancel those estimates first.
Q: Templates aren’t appearing when creating an estimate.
A: Refresh the page or clear browser cache; ensure you have “Template” permission under Roles & Permissions.