There are two ways to create an estimate proposal template:

First, navigate to Templates > Estimate Templates and click + Estimate Template in the top right of the screen. Give the template a name and project type and click Create Estimate Template at the bottom of the page.

Within the estimate template, you can add details, cost categories/items, requests for quotes, and specifications. You can change these at any time to continually improve your templates and meet your business needs.

First, navigate to Estimates > select relevant Estimate > click on the Estimate subheading. You will be able to see all versions of the estimate. Click on the ⋮ button on the right of the screen and select Create Template. This estimate and all details, cost categories/items, requests for quotes, and specifications will be copied to a new estimate template.