It would be great to have the ability to save multiple estimate templates, similar to how we can save multiple email templates. This would allow users to have a “honey pot” of templates to pull from for different vertical types or customer scenarios.

Use Case:

Quickly generate estimates for different customer types or industries.

Streamline workflow and reduce repetitive work.

Maintain consistency in estimate formatting and content across multiple verticals.

Impact:

Saves time for teams managing multiple service types.

Improves accuracy and efficiency in creating estimates.

Enhances user experience by allowing easy access to pre-saved templates.