Saving a custom estimate template

Clarkie24 · ‎October 21, 2020

I’ve created a custom estimate template for my business. I’m just not sure how to save it under a different name (operational rental quote as opposed to custom estimate template) so I can make different ones for other applications. Any help would be appreciated!

JamesM · ‎October 22, 2020

Hi Clarkie24,

Great job on creating a custom estimate template for your business. I'm glad you're taking advantage of the awesome features offered in QuickBooks Desktop. I'd be happy to steer you in the right direction with this.

QuickBooks Desktop is a powerful program which helps you streamline your business. Please follow the steps below to edit the template name on your estimate:

Go to the Lists menu and select Templates.
Locate the estimate template, then right-click.
In the Basic Customization window, click the Manage Templates button.
Enter the template name in the Template Name field.
Click OK once finished.

There you go! You now know how to edit your template name. I recommend you to check out this helpful article with more info on: Using and customizing form templates. Let me know if you have other questions by leaving a comment below. I'll be one message away.

View solution in original post

JamesM · ‎October 22, 2020

Hi Clarkie24,

Great job on creating a custom estimate template for your business. I'm glad you're taking advantage of the awesome features offered in QuickBooks Desktop. I'd be happy to steer you in the right direction with this.

QuickBooks Desktop is a powerful program which helps you streamline your business. Please follow the steps below to edit the template name on your estimate:

Go to the Lists menu and select Templates.
Locate the estimate template, then right-click.
In the Basic Customization window, click the Manage Templates button.
Enter the template name in the Template Name field.
Click OK once finished.

There you go! You now know how to edit your template name. I recommend you to check out this helpful article with more info on: Using and customizing form templates. Let me know if you have other questions by leaving a comment below. I'll be one message away.

Clarkie24 · ‎October 22, 2020

Thank you! I do have an additional question.....

ive created my boxes (ones that will contain data that changes from job to job) as a data field under customer message. I now know this is wrong as the test I ran filled all the boxes with the same message. What should I have done differently to be able to input separate data in each box?

JamesM · ‎October 22, 2020

No worries. I want to make sure we're on the same page. Could you send me a full screenshot of the boxes you're referring to?

Clarkie24 · ‎October 22, 2020

This is what I’ve created. Smart enough to get this far, dumb enough not to know how to proceed : )

The test test 123 is what I put in the customer message box to see what happened. It obviously filled everything.

Clarkie24 · ‎October 22, 2020

Any of the boxes with testing testing 123 in them require information that changes from job to job.

JamesM · ‎October 22, 2020

Based on what you've described, there's a possibility that template isn't recognizing the test 123 option properly. I recommend manually importing a template using the steps in this article here. Once you've imported it, you can customize it through QuickBooks to add the customer message field. It's important to note that you'll have to manually edit the field every time you send it. Feel free to ask questions, I'm here to help. :)

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Saving a custom estimate template