Multiple Estimate Templates

[MPEService]

Can multiple estimate templates be selected and combined when creating a new estimate? 

[MPEService · Accepted solution]

Thanks! I'll give this a shot!

[Chayo80]

Your estimate templates can be added into a Proposal Template. Like if you have 3 maintenance options, you would first create the Estimate template for each and then when creating the Proposal template, like Basic, Better, Best you can add those estimate templates, by dragging them from your estimates templates options that you created prior

If you want more than 3 option based on the pre-loaded one in ST you can "add a proposal type" and options to be more than 3

Hope this helps 😎