How to create an estimate template from another estimate in Apptivo?

Updated on June 9, 2021 11:52PM by Admin

The Estimates template allows you to create a predefined template that can be used to while creating an estimate. It also allows you to create a new estimate template with your existing estimate details in it. Let's go through the steps to create a new estimate template from another estimate.

Steps to Create a New Template

  • Log in and access the Estimates app from your universal navigation menu bar.
  • Click on the "More" icon and select “Settings” located in the App header bar.

  • Select "Templates" from the "Estimates" drop-down located at the left navigation panel.
  • Enable the Templates toggle to create estimates by choosing a template with pre-populated values.
  • Click on the "Create" button and select the “Create Templates From Estimates”.

  • By selecting this, you can view the list of estimates in the Search and Select popup.
  • Select the template by clicking on the select button.
Search and select

  • With that, the details of the estimate will be auto-populated on the estimates.
  • Then, enter the Template name.
Create Tempate

  • Enable the visibility toggle to make this template visible to the selected employee. If not, the template will be visible to all the employees.
  • Here, the visibility condition is set to view only to the particular employee.
Visibility Condition

  • The Estimates Detail with customers, contacts, payment term, Services Provided, or Products/Items Sold will be auto-populated from the select estimate.
  • The summary section will also be auto-populated based on your added service or product items sold.
  • Then, click on the create button to create a template.
Summary Section

  • Once the template is created, go to the Create Estimate page, select the created template from the Estimate Template dropdown.
Create Estimate

  • By selecting the template, the template details will get auto-populated on the estimates.
Select Tempate

  • The new estimate will be created with the selected template.
Estimates Created