Estimate Templates

Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates.

Estimate Templates in PaintScout are pre-filled estimates with areas, rates, and line items already configured, so you can create similar estimates faster without starting from scratch.

Why use Estimate Templates?

Templates save time when you frequently create similar estimates. Pull up a saved template and adjust it instead of building each estimate from scratch.

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How do I create an Estimate Template?

1. Go to your Account Settings > Estimates > Templates section. Click +Add New Estimate Template.

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.

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What are Smart Templates?

All new templates use Smart Template functionality, which automatically incorporates your latest production rates and settings to ensure consistency. Older customized templates display a banner at the top.

Customized templates cannot be converted into Smart Templates. To utilize the Smart Template functionality, you must recreate the template manually.

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How do I create a template from an existing estimate?

You can save any existing estimate as a template without creating it from 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.

Related articles

Smart Templates

Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates.

Create a New Estimate

Start new estimates from the dashboard using templates or blank quotes and add areas and line items to build your proposal.