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Estimating
Templates and copying estimates
Templates and copying estimates
Matt Govett avatarDan C avatarK
By Matt and 3 others4 authors10 articles
How to subscribe to estimate templates provided by your suppliers/dealers
Create an estimate from a job
Copy Categories and Items from Estimates to a new estimate template
Add an existing category to a new estimate
How to save a Quote layout for reuse
Preset / Template Guide Master List
How to delete a quote layout you no longer need
Setting a default estimate template
Creating an estimate template
Copying an estimate or template
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