Thank you. Im working on Estimate Template, i assume the steps are same but choose Estimate.

Thank you LieraMarie, that was extremely detailed and helpful. I am still a bit stuck on field mapping. Seems like im limited in the field names i can choose. I...

Thank you so much. Im getting closer. If i understand correctly the Estimates i currently use that are manually created in MS word document needs to be saved as...

I saw your response and it is exactly what i need. However , When choosing "New Style" i do not get option to import , I immediately get the options of Invoice ...