Overview
Apply an existing template to a new estimate to auto-populate items and pricing.
Steps
Click Create Estimate.
In the header area, open the Template dropdown (above line-items).
Select your desired template.
The line-items, quantities, and prices fill in automatically.
Adjust validity date, client, or any line-items as needed.
Click Save.
Tips
After selecting a template, you can still add or remove items for customization.
Use templates as a starting point, then tailor descriptions to each client.
Troubleshooting / FAQs
Q: Template selection is disabled.
A: Templates only appear if they share the same currency as your estimate header.
Q: I don’t see my new template.
A: Refresh the browser or check that the template’s currency matches.