Service Titan Knowledge Base

Create proposal templates for projectsLast updated on 03/22/2022

Create a proposal template for projects

Proposal templates are groups of estimate templates that you can present to customers as good/better/best options. With proposal templates, you can save time from having to repeatedly build estimates for commonly-performed services while offering customers prebuilt options. Proposal templates are helpful if:

  • You often use identical estimates

  • Your estimates have several items and you want to ensure a consistent experience

Note: After you add a proposal template to a project, you can edit individual estimates in the project opportunity. Editing an estimate does not affect the estimate template it's based on.

For more, see Proposal templates.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.