Buildxact allows you to set an estimate template of your choice as a default that will populate automatically for any new estimate.

  1. Click on "Estimates" in the left-hand navigation menu.

  2. In the second menu that pops out, click on "Templates" and see the list of estimates templates.

  3. Click the pin icon to the right of the estimate template to set as your default template.


    For more information on creating estimate templates, please click the button below.

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