How to create an estimate template and how to use an estimate template?

An estimate template allows you to reuse an already created estimate for future estimates. Here’s how you can create one from an existing estimate.

From the main menu, go to the Estimates module. Select the estimate that you want to save as a template. This can be any estimate you’ve already created. Once the estimate is open, scroll down to the very bottom of the page. At the bottom right of the estimate, you will see a checkbox labeled “Save Estimate as Template.” Check this box.

That’s it! The estimate is now saved as a template, and you can reuse it when creating future estimates.

How to Use an Estimate Template

Now that you’ve saved an estimate as a template, you can use it to create new estimates quickly. Here’s how to do it.

Create a New Estimate by navigating to the Estimates module and clicking on the +Estimate button at the top right of the screen. Fill in the basic details for the new estimate, and click “Create Estimate” to create the estimate. Click here to see more on how to create an Estimate.

After saving the estimate, you will be redirected to the newly created estimate. On the left panel, click on the Items tab. In the Items tab, click the Add Item to Estimate drop-down menu. From the drop-down menu, click on the “Import From Estimate or Template” option.

A pop-up menu will appear from the side, allowing you to select from the list of previously saved templates or estimates.

Choose the template you want to use for the new estimate. After selecting the appropriate Template/Estimate, You will see all sections that’s in the template. Select the specific sections you want to import into your new estimate.

Additionally, you can import bid packages, quantities, scope of work, terms, inclusions, exclusions, attachments, and the cover sheet from the template if you wish to. Select the relevant sections and items and click Import to add them to your new estimate. Once the sections are imported, they will populate your new estimate, and you can make any further adjustments or modifications as needed.

Even though you’re starting with a template, you still have the flexibility to customize the estimate for each specific project. You can modify line items, add or remove sections, and adjust pricing as needed.