Estimate Templates for Fast Invoicing
If you frequently sell a group of items together that combine to make a specific project, such as a one bedroom condo or a shed, that takes the same parts every time you sell it, you can create estimate templates.
An estimate template is a pre-created invoice that holds many different parts. You can duplicate the template, easily moving the items to a new invoice to save you from re-entering all of the data each time you sell that specific project. Once you have created the new invoice, you can make any necessary modifications if you customer wants to upgrade stock items or add additional supplies.
