Setting a default estimate template

You can set up estimate templates in Buildxact, and even nominate one to be your default template

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

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

  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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