Templates & Presets

Save time with estimate templates, smart templates, and preset configurations.

Save time and keep estimates consistent with reusable templates and account defaults. Set up estimate types, build templates, configure estimate and invoice settings, and manage reusable area names and line items.

In This Section

• Estimate Types — Create project types with their own rates, terms, presentations, and defaults
• Estimate Templates — Create reusable estimates with pre-filled areas, rates, and line items
• Smart Templates — Keep new templates synced with your latest rates, products, and terms
• Estimate Settings — Set defaults for hourly rates, taxes, discounts, rounding, options, and expiry
• Estimate Disclaimers — Customize the messages shown when customers accept or decline estimates
• Invoice Settings — Set invoice due-date defaults and automatic invoice generation
• Area Names — Create reusable room and location labels for faster estimate setup
• Line Items Overview — Build reusable fixed-price items with pricing, notes, and materials