> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/customization/templates-and-presets/estimate-templates.md).

# Estimate Templates

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.

{% embed url="<https://www.youtube.com/watch?v=jkgDP7jfCn8>" %}

## 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.

***

## How do I create an Estimate Template?

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

<figure><img src="/files/FnAnDKd6djl0MixnTUBu" alt="Screenshot showing the Templates section in Account Settings with the Add New Estimate Template button"><figcaption></figcaption></figure>

2\. Enter the name of your template, and select which estimate type it is associated with.

<figure><img src="/files/3MUwljz7GCFxFhDfWsdB" alt="Screenshot showing the template name and estimate type selection dialog"><figcaption></figcaption></figure>

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

<figure><img src="/files/GnUs0sQBOVS1ZpFoutcg" alt="Screenshot showing a blank estimate template open for editing with the Save button"><figcaption></figcaption></figure>

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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.

<figure><img src="/files/H2oykFOHSxTPMj6YGLHn" alt="Screenshot showing a banner on an older customized template indicating it is not a Smart Template"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Customized templates cannot be converted into Smart Templates.** To utilize the Smart Template functionality, you must recreate the template manually.
{% endhint %}

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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.**

<figure><img src="/files/TpsZRnjLhCwPja0DvXp7" alt="Screenshot showing the Save as Template option in the dropdown menu beside the send button"><figcaption></figcaption></figure>

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.

<figure><img src="/files/AC0wJMqLYr8ni42z7FqX" alt="Screenshot showing the Save as Template dialog with template name and estimate type fields and Confirm button"><figcaption></figcaption></figure>

## Related articles

* [Smart Templates](/support/customization/templates-and-presets/smart-templates.md) — Keep new templates synced with your latest settings
* [Create a New Estimate](/support/estimating/creating-estimates/how-to-create-a-new-estimate.md) — Start a quote from a template or from scratch


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