How to create an estimate template in Apptivo?

Updated on July 22, 2021 07:20AM by Admin

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.
Create Template

  • 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.
Summary Section

  • The new estimate template will get created and added to the list.
Templates Created

  • Go to the Create Estimate page, select the created template from the Estimate Template dropdown.
Select Template

  • By selecting the template, the template details will get auto-populated on the estimates.
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