--- title: Using Estimate Templates description: Learn how to use estimate templates in Ressio, including full template imports and partial template imports. This guide explains how to quickly build, customize, and streamline your project estimates. --- [Skip to content](https://help.ressiosoftware.com/starting-a-new-estimate-from-a-template#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Estimate](https://help.ressiosoftware.com/feature-guides?hsLang=en#estimate) # Using Estimate Templates ## Import complete estimate templates or selectively copy categories and cost items to structure your estimates efficiently. Starting a new estimate from an existing template is often easier than building one from scratch. Ressio makes it simple to import an existing template or project into a new estimate with just a few clicks. **Benefits** - Import only what you need - Create flexible template structures - Build flexible, master or customized templates - Mix and match estimate details from multiple templates - Standardize selections and streamline upgrades for clients --- #### Table of Contents 1. [Importing an Existing Template or Project](https://help.ressiosoftware.com/starting-a-new-estimate-from-a-template#Importing) 2. [Partial Estimate Template Import](https://help.ressiosoftware.com/starting-a-new-estimate-from-a-template#partial) 3. [Selecting and Importing Template Portions](https://help.ressiosoftware.com/starting-a-new-estimate-from-a-template#selecting) --- #### Importing an Existing Template or Project From the '**Estimate**' page, navigate to the '**Copy from template**' dropdown and select a template or existing project from the dropdown list. ![Screenshot 2026-02-26 at 10.24.50 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-02-26%20at%2010.24.50%20AM.png?width=396&height=245&name=Screenshot%202026-02-26%20at%2010.24.50%20AM.png) **Tip**: You can search for a project or template in the dropdown list by typing   ⚠️If the '**Copy from template**' dropdown is not there, it is most likely because the estimate is **locked** 🔒. In order to add a template or partial template, the estimate MUST be **UNLOCKED** 🔓. Once the desired template or project is selected, click '**Next'**.   ![Screenshot 2026-02-26 at 10.30.23 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-02-26%20at%2010.30.23%20AM.png?width=401&height=338&name=Screenshot%202026-02-26%20at%2010.30.23%20AM.png) You have the choice to choose the entire template, to do this hit the check box next to '**Select All**' and it will choose all categories and items. Hit 'Copy **Selected**' to complete the import.  The new estimate will populate with all the detail from the template or existing project that was inserted. [\[back to top\]](https://help.ressiosoftware.com/starting-a-new-estimate-from-a-template#back-to-top)   --- #### **Partial Estimate Template Import** If you only need specific portions of a template, Ressio allows you to selectively import categories or cost items. You start from scratch or add to existing estimates, only if the estimate is **UNLOCKED**.  This is useful when building customized estimates or combining elements from multiple templates. --- #### Selecting and Importing Template Portions Navigate to your project and go to the '**Estimate**' tab. You will follow the same steps as above. Choose a source template (e.g., NAHB estimate template) from the drop down menu and hit '**Next**'. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/ee78e31e-a967-4bfd-94f5-f0711a6dc319/89115177-2079-4dee-90c9-2d9a100d9f04/images/eae4f5fe-e146-4ff9-a4ff-1764d8c60f9e.gif) Click the boxes to include each item/category to the import. You can decide to: - Import the entire template - Import a whole category, or multiple categories - Expand categories to select individual items. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/ee78e31e-a967-4bfd-94f5-f0711a6dc319/89115177-2079-4dee-90c9-2d9a100d9f04/images/476aa3de-8098-41d1-be4e-bb3c8b8bb8ab.gif) When you are ready, hit '**Copy Selected**' to finalize the import. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/ee78e31e-a967-4bfd-94f5-f0711a6dc319/89115177-2079-4dee-90c9-2d9a100d9f04/images/51b23eeb-fad2-4611-9193-6b1b5e2c4e30.png) After importing, the selected categories and items will appear in your project estimate. ❗You also have the ability to import selections with choices attached. [\[back to top\]](https://help.ressiosoftware.com/starting-a-new-estimate-from-a-template#back-to-top) --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. 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