Steps
- Go to “Finances” > “Estimates” and open any job
- Click the link “new estimate” at the end of the list
- In the estimate, click the check box “save as template”
=> Additional options are being displayed
- Check/Uncheck the check box “only for this client” to define the scope of the template
- Enter a name for this template in “Description” and click the ‘check’ icon
=> The new template has been saved
- Go back to the list of estimates and click the drop-down >>from template<< at the end of the list
=> Your newly created template should show up in this list