Adding Product Items to Estimate Products

You can add estimate templates to estimate products as estimate product items.

Note:

Estimate templates that contain estimate products can't be added to estimate products.

To add estimate templates to an estimate product:

1. On an estimate product record, click Actions | Add Estimate Template.
2. Search for and select the estimate template to add to the estimate product. You can add multiple templates at once.
3. Click Add.

Note:

You can filter the template estimates by using the filter panel. To use the filter panel, click .