> 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/smart-templates.md). # Smart 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](/support/customization/pricing-and-rates/production-rates-section-overview.md) 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](/support/customization/templates-and-presets/what-are-estimate-types.md). 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 to activate Smart Templates in your account! ## Related articles * [Estimate Templates](/support/customization/templates-and-presets/estimate-templates.md) — Build reusable estimate starting points for common jobs * [Create a New Estimate](/support/estimating/creating-estimates/how-to-create-a-new-estimate.md) — Start a quote from a template or from scratch --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.paintscout.com/support/customization/templates-and-presets/smart-templates.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.