How do I utilize estimation templates?

In this article, you'll find information on how to create and utilize estimation templates.

Overview

If you frequently work on similar projects, creating a project template for estimating can save you time and ensure consistency across estimates. Instead of starting from scratch, you can use a saved template to quickly set up a new estimate for a client.

You can create a project template from two different locations in Planyard: directly from the sales overview or within an existing estimate.

How to Save an Estimate as a Template

All templates are stem from existing templates. You can at anytime create a new estimate with the sole purpose of using it as a template and then deleting it. 

From the Sales Overview

1. Go to the ‘Sales’ overview
2. Find the estimate you want to save as a template
3. Click the three dots in the top right corner
   
4. Click ‘Save as template

From an Open Estimate

1. Open the estimate
2. Click on the ‘Summary’ tab
   
3. Scroll down to the bottom of the list
4. Click ‘Save as template’

Using a Saved Template

When creating a new estimate, you will have the option to select a saved template, allowing you to quickly set up the estimate with predefined cost categories and line items.