Instead of building every line item from scratch, you can use templates to add pre-built estimate structures in seconds. The Template Library gives you access to three sources of templates — Recently Used, My Templates, and the ZevBit Marketplace.
How to Open the Template Library
Open the estimate you are working on
Click Add Line Item
Click Select From Templates
The Template Library opens with three folders on the left side: Recently Used, My Templates, and ZevBit Marketplace.
