Add and configure estimate templates

You can add an estimate template and use this when creating different types of estimates.

Watch a quick video showing you how to add and configure an estimate template

Or read how to add and configure an estimate template

  1. Click on the settings icon in the top right corner and click System settings

  2. In the list of estimates click Setup templates

  3. You will see a form on the left hand side and a list of existing reject reasons on the right hand side.  You can add your new estimate template on the left and it will appear in the list on the right when you click save. 

  4. Then click Configure estimate template. This will allow you to type in the estimate text. You can use the tagging to personalise the text, or you can use dynamic tagging to tailor the text to the specific estimate you are carrying out Click here to see how to do this

Can't find what you're looking for? Contact support
Powered by Zendesk