Help Centre / Quotes & Invoices / Using templates for quotes and invoices

Using templates for quotes and invoices

Save a set of line items once and reuse it on new documents.

If you quote similar jobs often, a template saves you rebuilding the same list every time. A template holds a set of line items you can drop into any new quote or invoice.

To make one from scratch: tap More, then Templates, then Add Template, and choose Quote or Invoice.
To make one from a document you are building: tap Save as Template in the builder.
To use a template: in a new quote or invoice, tap Load on the template banner and pick your template. Its line items fill in for you.

The Templates list screen showing saved quote and invoice templates with their item counts and the Add Template button.

Starter includes up to 3 templates. Pro and Business have unlimited templates.

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