---
title: "Manage estimate templates"
slug: "manage-estimate-templates-1"
updated: 2026-10-15T00:35:08Z
published: 2026-10-15T00:35:08Z
canonical: "help.servicetitan.com/manage-estimate-templates-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.

# Manage estimate templates

## Overview

Manage your estimate templates to group similar estimate templates on proposal templates to offer good/better/best options in ServiceTitan Mobile. You can edit and customize your estimate templates to create templates based on your business needs.

---

### 

#### 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

- Office users need the *Edit Estimates* permission to edit estimate templates.
- Estimate Templates need to be in a proposal template to be used in ServiceTitan or ServiceTitan Mobile. For details, see [Build and sell estimates in ServiceTitan Mobile](/construction/docs/build-and-sell-estimates-in-servicetitan-mobile).

## Filter estimate templates

1. Go to the navigation bar and click **Pricebook.**
2. In the side menu, click **Templates**. Your template library opens. The *Estimate Templates* tab shows a table of your estimate templates.
3. To sort the table:
  1. Click a column name to sort the table.
  2. Click the **Filter** icon for a column to add a filter to the column. ![Filter options for total price greater than 500 in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-templates-image-dz1kb3eb.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A43Z&se=2026-10-31T01%3A42%3A43Z&sr=c&sp=r&sig=eGKvoXZGZsVkDeqAeQ7lH%2ByqcACJt8uDThdEVa4A2Ds%3D)
4. To manage an estimate template, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A43Z&se=2026-10-31T01%3A42%3A43Z&sr=c&sp=r&sig=eGKvoXZGZsVkDeqAeQ7lH%2ByqcACJt8uDThdEVa4A2Ds%3D) and select an item from the menu:
  1. **View/Edit Details:** Open and edit the estimate template details.
  2. **Duplicate:** Create a copy of the estimate template.
  3. **Deactivate:** Remove the template from any proposal templates it was added to. ![Dropdown menu showing options to view, edit, duplicate, or deactivate details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-templates-image-k72xv4j5.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A43Z&se=2026-10-31T01%3A42%3A43Z&sr=c&sp=r&sig=eGKvoXZGZsVkDeqAeQ7lH%2ByqcACJt8uDThdEVa4A2Ds%3D)

> [!NOTE]
> **Note:** Use the **More** menu to reactivate a deactivated template. When you reactivate an estimate template, it's automatically re-added to any proposal templates it was previously added to.

## Edit an estimate template

1. From the navigation bar go to **Pricebook**.
2. In the side panel, click **Templates** and go to **Estimate Templates** tab.
3. 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=2026-10-31T00%3A42%3A43Z&se=2026-10-31T01%3A42%3A43Z&sr=c&sp=r&sig=eGKvoXZGZsVkDeqAeQ7lH%2ByqcACJt8uDThdEVa4A2Ds%3D).
4. Click **View/Edit Details** to edit the template.
5. Hover over the item name and click the **Open to view/edit full details** icon.
6. On the pop-up that opens, edit the item fields as needed.

> [!NOTE]
> **Note:** If you're editing a dynamic estimate template, most fields are greyed out and uneditable.
7. When finished, click **Save**.

> [!NOTE]
> **Note:** Editing an item does not affect the item details in your pricebook. Only the estimate template is affected.

### To change the order of items on the estimate template:

1. At the bottom of the template, click **Advanced Ordering**.
2. Click the arrows to move items up or down on the estimate.
3. When finished, click **Save Order**.
4. When you're done adding and editing items, click **Save Template**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-templates-image-tavulry5.gif?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A43Z&se=2026-10-31T01%3A42%3A43Z&sr=c&sp=r&sig=eGKvoXZGZsVkDeqAeQ7lH%2ByqcACJt8uDThdEVa4A2Ds%3D)

## Want to learn more?

- See [Create estimate templates](/construction/docs/create-estimate-templates)
- See [Edit pricebook items](/construction/docs/edit-pricebook-items)
- See [Dynamic Pricing](/v1/docs/dynamic-pricing-overview)