How to save an estimate as a template and reuse it in a new project
Many projects are alike: the same sanitaryware, the same lighting, the same finishes. Instead of building the estimate again, save it as a template. In a new project, the template adds rooms, sections and priced items in a couple of clicks.
- 1
Open templates
Open a project with a finished estimate, go to «Estimates» and click «Templates».
- 2
Save the estimate as a template
In «Save estimate as template», enter a template name and click «Save». A message shows how many items went into the template.
- 3
Apply the template in another project
Open the new project → «Estimates» → «Templates». In «Apply template», choose one, click «Apply» and confirm adding the items.
- 4
Fine-tune the estimate
The template items are added to the current estimate. Change quantities, remove what you don't need and add what this project needs.
Good to know
- A template includes rooms, sections and priced items. Payments, approvals and deliveries are not copied.
- A template does not replace the estimate; it adds items to the existing ones.
- You can delete a template you no longer need in the same window with «Delete».
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