🎉 Trainday now integrates with Zendesk and Hubspot 🎉 Trainday now integrates with Zendesk and Hubspot 🎉 Trainday now integrates with Zendesk and Hubspot
Adding an estimate from a template can be a time saving and efficient way to create a professional looking estimate quickly. With just a few clicks, you can have a detailed estimate ready to send to your clients. Here's how to add an estimate from a template:
1. Open your estimating software and select the "Estimates" tab.
2. Click on "New Estimate" and choose "From Template."
3. Browse through the available templates and select the one that best fits your needs.
4. Review the template to ensure that it includes all the necessary items for your specific estimate.
5. If necessary, make any adjustments or modifications to the template to tailor it to your specific project.
6. Once you are satisfied with the template, click "Save" to create a new estimate.
7. Fill in any additional information that is specific to your project, such as project name, client information, and project description.
8. Review the estimate to ensure that all information is accurate and complete.
9. Send the estimate to your client for review and approval.
Adding an estimate from a template can save you time and increase your efficiency in creating estimates. By using a pre designed template, you can ensure that your estimates are professional looking and contain all the necessary information. With just a few clicks, you can create an estimate that accurately reflects the scope and cost of your project, helping you to win more business and keep your clients happy.