---
title: "Add and edit proposal types for estimates"
slug: "add-and-edit-proposal-types-for-estimates"
updated: 2026-10-15T00:35:17Z
published: 2026-10-15T00:35:17Z
canonical: "help.servicetitan.com/add-and-edit-proposal-types-for-estimates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add and edit proposal types for estimates

## Overview

When you present a proposal template to customers, manage the labeling of *Good*, *Better*, or *Best* estimate options based on your preferred proposal types.

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### 

#### Who uses this feature

- Administrators and managers
- Applies to all business types

## Things to know

- Prebuilt proposal types are included with ServiceTitan. These proposal types are editable.
- Proposal types can have one or multiple options.

## Add a proposal type

1. Go to the navigation bar and click **Pricebook**.
2. In the side panel, click **Templates**.
3. In your template library that opens click the **Proposal Templates** tab and click **Proposal Types**.
4. In the *Proposal Types* pop-up that opens, click **Add Proposal Type**.
5. Enter a name for the proposal type in the **Proposal Type Name** field.
6. Under *Progressive or Additive*, select how you want to sell estimates from the proposal template.
7. Under *Options*, enter a name for the estimate template label.
8. Click the color square to select a color for the label.

> [!NOTE]
> **Note:** The label name and color are applied when showing estimate options in ServiceTitan Mobile.
9. Click **Add option** to create additional options.
10. Click and drag an option in the list to change the list order.
11. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-proposal-types-for-estimates-image-l9ycdb3x.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A44Z&se=2026-10-31T00%3A46%3A44Z&sr=c&sp=r&sig=HzD1QWooakr2TLMqBabjBGxO2vkupYv1wnmLuncwvaE%3D)

## Edit a proposal type

1. Go to the navigation bar and click **Pricebook**.
2. In the side panel, click **Templates**.
3. In your template library that opens, click the **Proposal Templates** tab and click **Proposal Types**.
4. In the *Proposal Types* pop-up that opens, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A44Z&se=2026-10-31T00%3A46%3A44Z&sr=c&sp=r&sig=HzD1QWooakr2TLMqBabjBGxO2vkupYv1wnmLuncwvaE%3D) to edit an existing proposal type.
5. Select **View/Edit Details**. ![User interface for managing proposal types with options to view or edit details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-proposal-types-for-estimates-image-4yb57v1l.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A44Z&se=2026-10-31T00%3A46%3A44Z&sr=c&sp=r&sig=HzD1QWooakr2TLMqBabjBGxO2vkupYv1wnmLuncwvaE%3D)
6. Make the necessary changes and click **Save**.

## Want to learn more?

- See [Edit pricebook items](/construction/docs/edit-pricebook-items)