Once you have created a template, you can use it again in future estimates. You can also do this in reverse and create a template from an estimate.
Image 1: The relationship between estimates and templates.
Reusing a template in an estimate
Click on Estimates and select My Template as the Source. Next, select the template you wish to use. Ensure that you select No from the Include System Prices dropdown menu. It is best practice to update prices manually. Click Save to proceed.
Image 2: Using your template in a new estimate.
Creating a template from an estimate
Click on Templates and select My Estimate as the Source. Next, select the estimate you wish to use as a new template. Click Save to proceed.
Image 3: Using your estimate as a new template.