Creating an Estimate Template

Creating estimates from template estimates is useful if you have repeatable estimates, where any details are the same or similar. You can create an estimate template from the Services CPQ workspace or from an estimate record.

Note:

Your administrator must assign you the SCPQ - Create Estimate permission set to create an estimate from a template.

To create an estimate template from the Services CPQ workspace:

  1. On the Services CPQ workspace, go to Actions | Create Estimate Template.
  2. Select a recently used estimate or search for an estimate using two or more characters that appear anywhere in the name. To filter the search results, click Filter, select or deselect the filter options, and click Apply. You can filter by Templates Only.

    The estimates are displayed in separate cards by default. To change the view to a list, select List from the Change View button menu.

    Note:

    Your administrator can choose the fields that are displayed in the summary of each estimate and estimate template. For more information, see Services CPQ Settings.

  3. Click Next.
  4. Complete and update the estimate fields as required. Some fields are pre-populated and uneditable if you selected a template estimate. For details of the fields displayed, see Estimate Fields.

    Your administrator can control the fields that are displayed and their order by specifying an estimate field set in New Estimate Template Additional Fields in the Services CPQ custom setting. Formula fields in the selected field set are not displayed.

  5. Click Create.

To create an estimate template from an estimate record:

  1. On an estimate record, click Create Template from Estimate.
  2. Complete and update the estimate fields as required. Some fields are pre-populated and uneditable because the values are copied from the source estimate. For details of the fields displayed, see Estimate Fields.

    Your administrator can control the fields that are displayed and their order by specifying an estimate field set in New Estimate Template Additional Fields in the Services CPQ custom setting. Formula fields in the selected field set are not displayed.

  3. Click Create.

For more information about creating an estimate from a template, see Creating an Estimate.