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How do I create an Estimate Template and how do I use it to create New Estimates?

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To create an Estimate template, go to the Menu and select Estimates. Go to the Estimate you would like to create a template from. Click on the pencil icon on the top right to enter Edit mode.

Once here, scroll down to the bottom and select Save Estimate as Template checkbox and save and it should automatically be added as a template.

To import this to another Estimate, please create a new Estimate and then on the Items tab, click on Add Items to Estimate and choose Import from Estimates or Template to choose the template you just created.

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