An estimate template is a premade estimate that already has some details in place.

Templates are helpful if there are estimates you create often, or if you want to pre-populate certain information on your estimate! Instead of creating it from scratch each time, you can use a saved template. 

1. Go to your Account Settings > Estimates > Templates section. Click +Add New Estimate Template.
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2. Enter the name of your template, and select which estimate type it is associated with.

3. A blank estimate will open and you can start adding in your items. Once you have finished, click the Save button. 

The terms used on the template will be pulled from whichever estimate type you initially associated it with. If you update the terms in your settings, the newest version will be used on new estimates.

If you adjust the terms on the estimate template, it will use the customized terms.

You can also create a template from an estimate, instead of creating it directly from the settings.

1. Click the drop-down arrow beside the send button and select Save as Template.

2. Add a name for the template and choose the estimate type you want it assigned to. Click Confirm to save the estimate as a template. You can then adjust the template by editing it in your settings.