Understanding Templates - Webinar

Clear Estimates in Practice: Understanding Templates

Last Updated By Michael Croteau

Updated at September 16th, 2025

Welcome to episode four of the Clear Estimates in Practice webinar series! In this walkthrough we cover the basics of using templates and the process for adding templates to an estimate. 

We also walk through the steps for creating your custom templates. Take a look at the webinar below!

Note: The Templates tool is now located in Tools > Template Library.   

 

 

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