I can help you figure out why the Custom Estimate template doesn't automatically apply when creating a new estimate, Axis 1717.
A browser issue might have caused the template not to apply when creating a new one. I'll share some steps that can help fix this.
Let's start switching to an incognito or private session. Use these keyboard shortcuts depending on the browser you're using:
- Ctrl + Shift + N for Google Chrome
- Ctrl + Shift + P for Firefox
- Control + Option +P if you're using Safari
If it works, clear your browser’s cache to speed up the loading process of the QBO website and for the system to start fresh. Otherwise, switch to another browser if the issue persists.
You can also contact our phone and chat support teams if you're still getting the same issue when using it on a private browsing session.
Moreover, if you want to add specific information to your sales forms, you can use this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online. It also includes steps to personalize your email message and set a default custom template.
You can add a comment if you have additional questions about managing your custom templates. I'll be around to help.
