Valued Contributor II

On today's Training Tuesday, our training specialist, @AshleyB, returns to walk us through creating estimate templates. This easy task includes creating an estimate, exporting it as a template, making the adjustments, then importing the new template to be used over and over. This quick win will help your team save time and make estimates quick and easy! This is part of our project tracking series, so contact your CSM if you'd like more information, or comment below!