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Smart Templates

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

Smart Templates in PaintScout automatically pull the latest production rates, products, and terms from your account settings into new estimate templates. This means your templates always stay up to date without manual updates.

What Are Smart Templates?

Smart Templates are estimate templates that dynamically incorporate your current settings. When you update a production rate or product in your account, Smart Templates automatically reflect those changes in new estimates.

How Are Smart Templates Different from Regular Templates?

Regular templates are static snapshots. When you change a rate or product in your settings, regular templates do not update automatically. You must manually edit or recreate the template. Smart Templates pull the latest information from your settings each time you use them.

Can I Convert Existing Templates to Smart Templates?

No, existing templates cannot be converted. Once Smart Templates are enabled, all new templates use the Smart Template functionality. To upgrade an existing template, recreate it as a new template.

Why Can I Only Select One Estimate Type per Smart Template?

Smart Templates have a 1:1 relationship with estimate types. Each template is linked to one estimate type. To use the same template structure for multiple types, copy the template and assign a different estimate type.

Will Deleting Old Templates Affect Existing Estimates?

No. Deleting old templates will not change estimates you have already created with them. It only removes those templates as options for future estimates.

Can I Copy an Existing Template to Make It a Smart Template?

No. Copying an existing template creates another regular template. To create a Smart Template, click +New Template and build it from scratch.

I Created a New Template but Nothing Changed. What Is Wrong?

Please reach out to our Support Team at support@paintscout.com to activate Smart Templates in your account!

Related articles

Estimate Templates

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

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.

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