--- title: "Create and edit estimate proposal templates" slug: "create-and-edit-estimate-proposal-templates" updated: 2026-10-15T00:35:18Z published: 2026-10-15T00:35:18Z canonical: "help.servicetitan.com/create-and-edit-estimate-proposal-templates" --- > ## 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 and edit estimate proposal templates ## Overview You can create and group estimate templates in proposal templates to group estimate options into Good, Better, and Best formats. This makes it easier for technicians to present clear choices to customers during a visit. You can update templates as needed to reflect changes in pricing or offerings. This helps streamline the sales process and improves the customer experience. --- ### #### Who uses this feature - Administrators and managers - Applies to all business types #### Feature configuration - The *Edit Estimates* permission is required to edit estimate templates. Please contact the account administrator on your team. - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Before creating a proposal template, make sure you [create the estimate templates](/construction/docs/create-estimate-templates) you want to include on the template. - You can save draft versions of incomplete proposal templates. Publish them to make them visible. - To see proposal templates on the mobile side, the business unit assigned to the proposal template should be aligned with the business units assigned to the technicians. - If you want to create custom proposal template types, you can add them before or during building the proposal template. You need to create custom templates as we don't have default templates. While default template options are available, you can create personalized custom templates as needed. ## Generate auto proposal templates With Auto Proposals, you can use proposal templates generated by Titan Intelligence (TI) to create templates for the highest-performing and most commonly Sold estimates. > [!NOTE] > **Note:** You can either manually create proposal templates or, if you're a Pricebook Pro user, you can use the **Generate Proposals** button for template creation. ### To generate auto proposal templates: 1. Go to the navigation bar and click **Pricebook**. 2. In the side menu, click **Templates**. 3. Select the **Proposal Templates** tab. 4. Click **Generate Proposals**. ![Proposal templates section with options for generating estimates and managing business units.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-estimate-proposal-templates-image-i8jtkbxr.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A10Z&se=2026-10-31T00%3A47%3A10Z&sr=c&sp=r&sig=z4R5oxUHa9Xk7nDYCUThUlOqjU4pdTTGlT3XXsPlf4o%3D) 5. In the *Add Proposal Templates* window that opens, click **Confirm**. ![Confirmation prompt for adding proposal templates with estimates and proposals listed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-estimate-proposal-templates-image-97v75dji.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A10Z&se=2026-10-31T00%3A47%3A10Z&sr=c&sp=r&sig=z4R5oxUHa9Xk7nDYCUThUlOqjU4pdTTGlT3XXsPlf4o%3D) 6. A notification confirms the proposal template was generated. ![Proposal templates successfully generated, indicating completion of the process.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-estimate-proposal-templates-image-vina29ng.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A10Z&se=2026-10-31T00%3A47%3A10Z&sr=c&sp=r&sig=z4R5oxUHa9Xk7nDYCUThUlOqjU4pdTTGlT3XXsPlf4o%3D) 7. Click the **Arrow** below the estimate and view the options suggested by TI. ![Proposal templates for blower capacitor replacement with cost estimates and descriptions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-estimate-proposal-templates-image-ros1dz65.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A10Z&se=2026-10-31T00%3A47%3A10Z&sr=c&sp=r&sig=z4R5oxUHa9Xk7nDYCUThUlOqjU4pdTTGlT3XXsPlf4o%3D) ## Create a proposal template 1. Go to the navigation bar and click **Pricebook**. 2. In the side menu, click **Templates**. 3. In the template library window that opens, click the **Create** dropdown and select **Proposal Template**. 4. In the *Create Proposal Template* window that opens: 1. Enter a name for your template in the **Proposal Template Name** field. 2. To restrict the template by business units, click the **Business Units** field and select the units you want to grant access to. The proposal template will appear for jobs assigned to those selected business units. If no units are selected, the proposal template will be available for all jobs. 3. Select the category from the **Categories** dropdown. 4. Enter any additional details in the **Proposal Template Summary** field. 5. When finished, click **Continue** to [edit the proposal template](/construction/docs/create-and-edit-estimate-proposal-templates#edit-a-proposal-template). A slot is created on the template for every proposal type option. 6. From the *Estimate Template Library*, drag and drop estimate templates for each option slot. > [!NOTE] > **Note:** If an option slot is filled, dragging and dropping an estimate template replaces it. 7. When you're done adding the proposal template, click **Save and Publish**. Or, if you want to save your changes without making the template available to technicians, click **Save as Draft**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-estimate-proposal-templates-image-ivxe24in.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A10Z&se=2026-10-31T00%3A47%3A10Z&sr=c&sp=r&sig=z4R5oxUHa9Xk7nDYCUThUlOqjU4pdTTGlT3XXsPlf4o%3D) ## Edit a proposal template When you create or view a proposal template, the *Edit Proposal Template* screen opens. A searchable library of active estimate templates is displayed on the side of the screen. To edit the proposal template: 1. Select the item you want to edit 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=2026-10-30T23%3A47%3A10Z&se=2026-10-31T00%3A47%3A10Z&sr=c&sp=r&sig=z4R5oxUHa9Xk7nDYCUThUlOqjU4pdTTGlT3XXsPlf4o%3D). 2. Select the **View/Edit Details** option. ![Proposal templates with options to view, edit, and manage estimates and categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-edit-estimate-proposal-templates-image-scn0agd7.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A10Z&se=2026-10-31T00%3A47%3A10Z&sr=c&sp=r&sig=z4R5oxUHa9Xk7nDYCUThUlOqjU4pdTTGlT3XXsPlf4o%3D) 3. In the *Edit Proposal Template* window that opens, edit the information as needed. 4. When finished, click **Save**. ## FAQ --- ### #### Can I create a proposal for a service agreement without making an invoice or booking a job? Yes, you can. Go to **Pricebook > Proposal Template**. For more, see, [Create and edit proposal templates](/construction/docs/create-and-edit-estimate-proposal-templates). ## Want to learn more? - See [Manage Proposal Templates](/construction/docs/manage-proposal-templates) - See [Edit pricebook items](/construction/docs/edit-pricebook-items) Pre-built proposal templates for common job types. **What it does:** Speeds up the estimate process by letting techs select from pre-configured templates instead of building quotes from scratch. **Tags:** Core [See the full glossary โ†’](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more โ†’](https://help.servicetitan.com/docs/understanding-estimates-vocab) ยท [See the full glossary โ†’](https://help.servicetitan.com/docs/glossary-overview)