All Collections
Templates
Create templates for estimates, tasks, schedules & RFQ's
5 articles
Creating estimate templatesCreate estimate templates to save time, reduce errors and increase accuracy
Create an estimate proposal templateCreate custom estimate proposal templates to save time
Creating document templatesSave document templates that can be used over and over again to save you time
Creating task templatesTask templates can be saved to be used over and over again
Set up templated folder structures and standard project duration for different project typesWhen a new lead is created, a templated set of folders will also be created to save you time