Buildxact

How to copy actual costs from a job and make it into an estimate

Create an estimate from a job

Get prepopulated estimate templates to speed up your quoting

How to subscribe to estimate templates provided by your suppliers/dealers

Copy categories and items from an existing estimate to a new or existing estimate template

How do I copy and save categories and items from an estimate to a new estimate template?

Learn how to save the layout of your quote letter so you can use it again

How do I save a quote letter layout for reuse?

Learn how to reuse a category from an existing template when creating a new estimate

How do I add an existing category from a template to a new estimate?

A master list for all guides relating to the different presets and templates available within Buildxact.

Preset / Template Guide Master List

Learn how to delete a quote letter layout that you don't need anymore

How do I delete a quote layout I no longer need?

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

How do I set a default estimate template in Buildxact?

This article explains how to create estimate templates, which in turn, speeds up your quoting process.

How do I create an estimate and estimate template in Buildxact?

Why and how to copy estimates and templates

Copying an estimate or template

Matt Govett

Elliot Connell

Dan C

Templates & copying estimates

Find answers and get help from Intercom Support and Community Experts

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