@JanyRoseB
Please Learn from this topic; you showed Inventory. Nothing here is Products kept on hand. That doesn't apply.
@Nwccinc
Templates are Designs. What you are asking about is using Estimates or Sales Orders as part of Pre-Sales planning. You document the Plan. You can later invoice from the Estimate or from the Sales Order. The issue is not Template, but Transaction Type.
Example: I quote you that I will work for you for $100 an hour, and we anticipate 5 hours. The estimate you sign, or what I make for my own reference, is where I document that I just quoted you that rate of $100 per hour. Later, I invoice, select the Estimate, and I can update the quantity Sold on this invoice to the Actual Time.
