---
title: "Create a new document template for estimates with Template Manager"
slug: "create-a-new-document-template-for-estimates-with-template-manager-1"
updated: 2026-10-27T21:22:40Z
published: 2026-10-27T21:22:40Z
canonical: "help.servicetitan.com/create-a-new-document-template-for-estimates-with-template-manager-1"
---

> ## 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.

# Create a new document template for estimates with Template Manager

## Overview

Use the pre-built estimates document template or create a new one with no components or design elements built in.

[KB - Create a New Document Template for Estimates Video](https://fast.wistia.net/embed/iframe/oe0x6rgqtv?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators, office employees, managers and accountants
- Applies to all business types

#### Feature configuration

- This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist [here](https://forms.gle/n8FZBbhLTVkMH8NE6).
- Account configuration is required to use this feature. Please contact your success manager for details.

## Things to know

- When a document template is saved and published, you can rename the template but you can't change the template type.
- Pre-designed templates can't be edited. Instead, you can duplicate the pre-designed template and edit the duplicated version.
- Certain template types require specific components to be included in the template design. A warning message displays if your template does not include the required component.
- To print or email an estimate with your customized document template, you need to select the customized template before printing/emailing.
- When a template is set as the default for a template type, it cannot be removed. To change it, create another document template and set that as the default.
- The Authorization Paragraph component and the Discounts and Fees component are being retired. If your template uses either one, replace it. For steps, see [Replace retired components](/construction/docs/create-a-new-document-template-for-estimates-with-template-manager-1#replace-retired-components).

## Step 1: Set up the template type for Estimates

1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D).
2. In the side panel, click **Operations > Document Templates**.
3. Find the *Default Estimate Template* and click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D).
4. Click **Make a Copy** to duplicate the template. ![Template Manager interface displaying various templates and options for managing them.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-new-document-template-for-estimates-with-template-manager-image-13cnyr32.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
5. For the *Template name*, enter a unique, brief, and descriptive name.

> [!NOTE]
> **Note:** The template's name is important as you will use it to reference the template in future flows, such as Estimates.
6. Select **Estimates** from the **Template type** dropdown.

> [!NOTE]
> **Note:** The template type determines what components are available for placement in your document template. For example, a template type of Estimate displays estimate-related components, such as Estimate options, billing address, and Proposal information.
7. When you're finished, click **Make a Copy**. A new screen opens.

## Step 2: Set up the estimate template details

In the *Template Details* section, define how you want your document to look when printed:

- **PDF Header:** Select an available header template if needed. It appears as a header on all pages of the documents generated using this template.
- **PDF Footer:** Select an available footer template if needed. It appears as a footer on all pages of the document generated using this template.
- **Paper size:** Select the template's paper size.
- **Page margin:** Set the page margins for your document template. Margins are in millimeters (mm).
- **Orientation:** Select the page orientation for your document template.

## Step 3: Set up the estimate template design

The *Template Design* section contains design elements that let you customize the look of your document. Apply branding guidelines and maintain a consistent look and feel across all your documents.

![Template design for an HVAC estimate including billing and job addresses, item details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-new-document-template-for-estimates-with-template-manager-image-d2zv7ijd.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)

## Edit components on your template

You can customize and design the estimate document template to align with your business needs. Select the following components from the **Content** tab on the right panel.

1. In the side menu, click **Content**. A list of available components opens.
2. Drag and drop the component you want to add to the template area.

> [!NOTE]
> **Note:** You must drag and drop the component to a content block, indicated by a blue box, on the template.

![Estimate document showing HVAC replacement details and associated costs for services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-new-document-template-for-estimates-with-template-manager-image-2ohjajx4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)

Since each document template has its specific components, the following components are added to the *Default Estimate Template* that you created a copy of:

- **Image:** Upload your company logo directly from the *Content* list. Click **Upload Image** and select the image that you want to add from your desktop.
- **Company Information:** This adds your company's *name, address,* and *email address* based on the information you provided in **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D) **> Your Account > Company Profile.** You can edit the font style, font size, and text color from the *Content* list.
- **Billing Address:** Includes the billing address of the customer to whom the estimate is attached.
- **Job Address:** This shows the address of the job to which the estimate is attached.
- **Estimate Date:** Displays the creation date of the estimate.
- **Estimate Name:** Displays the name of the estimate.
- **Estimate Summary:** This shows the summary of the estimate.
- **Item Groups:** This section displays the description of the grouped item, price, and total alongside a detailed overview of the *Main item* and the *sub-items*. It displays the Name & Code of the item, description, quantity*,* price, and Total Price of each grouped item.
- Customize the box to hide information such as the price, quantity, item description, and other details of the items by clicking the **Hide** button from the *Content* list.
- **Service:** List of the services added to the estimate.
- **Equipment:** List of the equipment added to the estimate.
- **Material:** List of the materials added to the estimate.

> [!NOTE]
> **Note:** You can customize the Service, Equipment, and material box to hide details that you do not want the customer to view on the estimate print, such as the item code, quantity, or price.
- **Sub Total:** Shows the total.
- **Tax:** Depending if the items added to the estimate are marked to be taxed, this box will show the sales tax based on the estimate total. For more, see [Set up sales tax](/construction/docs/set-up-sales-tax-in-servicetitan).
- **Total Due:** This shows the total amount that the customer needs to pay. It calculates the *total price* minus the *deposit* the customer already paid.
- **Deposit/Down payment:** This shows the amount the customer paid as a deposit when they accepted the estimate.
- **Acknowledgment Paragraph:** This adds the Acknowledgement text you have added to your business units to appear on estimate and invoice prints in **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)**> Operations> Business Units.**

### Add discounts, fees, and line items

You can also add these components from the *Content* list:

- **Price Modifiers:** Displays the discounts and fees added to the estimate in a table with three columns: #, Description, and Total. The # column shows the name of each discount or fee, and the Total column shows the value set up for it, such as 5.00%, rather than the calculated dollar amount. You can hide or rename each column. ![Table listing administrative fees and customer discounts with percentages for payment, loyalty, processing, and seasonal services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(469).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
- **Price Modifiers V2:** Displays the discounts and fees added to the estimate in a table with four columns: Code, Name, Description, and Total. The Total column shows the calculated dollar amount for each discount or fee. For example, a 10% discount on a $100 estimate shows as -$10.00, and a $50 fee shows as $50.00. If the estimate has no discounts or fees, the component does not appear on the printed estimate. You can hide or rename each column. ![Table lists administrative fees, discounts, processing charges, and seasonal adjustments with corresponding dollar amounts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(470).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
- **Estimate Items V2:** Displays every item on the estimate in one table, including services, equipment, and materials. The table has columns for Image, Code, Name, Model #, Description, Qty, Price, and Total. Item groups appear as a bold row with the group's total, followed by the items in the group. Use it instead of Item Groups and the separate Service, Equipment, and Material lists when you want everything in one place. ![HVAC replacement estimate lists equipment, removal, PVC fittings, wiring, quantities, descriptions, and itemized prices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(471).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)

## Replace retired components

The Authorization Paragraph component and the Discounts and Fees component are being retired. If your estimate template uses either one, replace it so your printed and emailed estimates show the right information.

### Replace the Authorization Paragraph component

1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D).
2. In the side panel, click **Operations > Document Templates**.
3. Open the estimate template that uses the Authorization Paragraph component.
4. Select the **Authorization Paragraph** component and remove it from the template. ![Selected authorization paragraph element with duplicate and delete controls visible in editing interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(475).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
5. From the *Content* list, drag a **Paragraph** component to the same spot. ![Email editor shows an empty canvas while the Paragraph block is highlighted in toolbar.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(472).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
6. In the paragraph, click **Merge tag** and select **Authorization Paragraph**. ![Paragraph editor displays an open Merge Tags menu with authorization and date-related options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(473).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
7. Click **Save and Publish**.

The merge tag pulls in the authorization text from your business unit settings in **Settings > Operations > Business Units** and keeps its formatting.

### Replace the Discounts and Fees component

1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D).
2. In the side panel, click **Operations > Document Templates**.
3. Open the estimate template that uses the Discounts and Fees component.
4. Select the Discounts and Fees component and remove it from the template.
5. From the *Content* list, drag **Price Modifiers** or **Price Modifiers V2** to the same spot. Use Price Modifiers V2 if you want each discount and fee to show its dollar amount. ![Interface menu displays estimate, financial, insurance, notes, price information, and highlighted price modifiers options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(474).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
6. Click **Save and Publish**.

## Create a custom component

Certain components let you customize their appearance and the content displayed on your template. For example, the *Equipments* component displays a list of equipment including code, quantity, price, and equipment description. Customize this component to display or hide certain content, such as the item code and price. You can even indicate whether you want to aggregate the content to only display the totals.

To customize a component:

1. Select a component on the template. A list of options appears on a side menu.
2. Click **Hide** to hide specific content. ![Overview of chargeable materials with columns for details on customer invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-new-document-template-for-estimates-with-template-manager-image-hszuqz63.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
3. Click **Edit** to edit the column label:
  1. Modify the *Field Label* to display the text of your choice.
  2. Customize *Label* and *Value styles* including the text style, font appearance, and color.
4. If applicable, use the **Aggregate** toggle to display content in an aggregated format.

> [!NOTE]
> **Note:** The component description is created and edited by ServiceTitan.

## Use merge tags

Use merge tags to automatically populate and include details specific to each customer. The document template for estimate offers the following list of merge tags to add to your texts:

- Acknowledgment Paragraph
- Authorization Paragraph
- BU Address
- Company Address
- Company Name
- Deposit/Down payment
- Estimate Bill to Person
- Estimate Date
- Estimate ID
- Estimate Name
- Estimate Summary
- Job Number
- Material Code
- Material Savings
- Sub Total
- Tax
- Total Due Price

> [!TIP]
> **Tip:** To show your business unit authorization text on an estimate, add the Authorization Paragraph merge tag to a Paragraph component.

## Create an estimate with the Estimate document template

Add the estimate document template to an estimate while creating the estimate on a job from the office.

1. Go to the job where you want to add the estimate.
2. Click on **Job Actions.**
3. Click on **Add an Estimate.**
4. Click on the *Choose Document Template* dropdown and select the estimate document template.

> [!TIP]
> **Tip:** If you have many document templates, type in the Search Template field at the top of the dropdown to quickly find the template you want.

![User interface for selecting document templates in an estimate building tool.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/search%20dte%20in%20build%20estimate.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D)
5. After you fill in all the necessary information on the estimate click **Create.**

## Select the customized Estimate document template on an existing estimate

Use the estimate document template when printing or emailing an estimate to a customer.

To add the customized document template:

1. Go to the estimate that you want to print or email.
2. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A42%3A54Z&se=2026-10-31T02%3A42%3A54Z&sr=c&sp=r&sig=d6Unyr3aNlNUVxHOmWbLUqTJ0a9N%2F%2BmI6bCLfuMRSwU%3D).
3. Click on the *Choose Document Template* dropdown and select the estimate document template.
4. Click **Save.**

## Want to learn more?

- See [Create a new document template with Template Manager](/construction/docs/create-a-new-document-template-with-template-manager)