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Save an already created invoice/estimate/material order/work order as a template

It would be nice to be able to save an already created invoice/estimate/material order/work order as a template. This would be helpful for a few different reasons.

The most recent example is an estimate was created but wanted to save it as a template for future use.

Another reason would be that maybe later down the road you realize you need to duplicate an estimate that was created in the past.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminAdam Keys (Director of Product, JobNimbus) responded  · 

Hi everyone,

The “Save as Template” button is now available for existing estimates, invoice, material orders, credit memos, and work orders. At any point you can save these documents as a template. This includes opening existing templates and duplicating them. Please let me know if you have any issues with the new functionality.

Thank you,

Adam

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  • Heath Slavin commented  ·   ·  Report

    It would be helpful if I could pull up a saved estimate and use it as a template for future estimates. I can't figure out how to do this after saving and sending as an email.

  • Karmella Andreu commented  ·   ·  Report

    Yes! I'm having the same problem, I though I could save an estimate and go back and duplicate it for another customer but it wont allow me to change the name of the customer, we don't really do bids for the same client but we do go through a lot of different customers and only have a few services with a lot of line items, it would be great to save different templates for our different services and just reuse it and change the name of the customer but still be able to add or delete other line items.

  • Ken Koop commented  ·   ·  Report

    To clarify, it's not possible to duplicate an estimate and use it for another job so adding it as a template allows me to access it from another job. But after I have already selected "Add Estimate", the "Save as Template" button is not visible. I would like to be able to access an already created estimate and save it as a template.

  • Ken Koop commented  ·   ·  Report

    The save as template is a great function except it isn't available once the Estimate has been saved.
    Please make Save as Template available when editing an already saved estimate.

Financials: Templates

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