The Estimates templates are the pre-formatted templates that can be used to quickly create an estimate. In the Estimates template, everything such as Customers, Payment Term, Services Provided, Products/Items Sold, Summary Section can also be recycled. You can load your data into the estimates template at the time of creation.
Steps to Create a New Template
- Log in and access the Estimates app from your universal navigation menu bar.
- Click on the "More" icon and select “Settings” located in the App header bar.
- Select "Templates" from "Estimates" drop-down located at the left navigation panel.
- Enable the Template toggle to create estimates by choosing a template with pre-populated values.
- Click on the "Create" button found in the estimates template dashboard.
- You can view Create Template page. Enter the Template name.
- Enable the visibility toggle to make this template visible to the selected employee. If not, the template will be visible to all the employees.
- Here, the visibility condition to set to view only to the particular employee.
- Provide the Estimates Details with customers, contacts, payment term, Services Provided, or Products/Items Sold.
- The summary section will be auto-populated based on your added service or product items sold.
- Then, click on the create button to create a template.
- The new estimate template will get created and added to the list.
- Go to the Create Estimate page, select the created template from the Estimate Template dropdown.
- By selecting the template, the template details will get auto-populated on the estimates.
