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Nov 9, 2021 3:41 PM UTC
Question

I have designed a estimate template on QB but when I create an estimate it’s their standard one, how do I apply it

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1 reply

Nov 9, 2021 4:47 PM UTC

Hello Sales-Cheshirest, Welcome to the Community! You can make it the default estimate template by going to the settings cog in the top right>custom form styles, and under the downward arrow by edit on the template you made there is a make default. This should mean every time you create an estimate it uses your default one.