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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 

  2. Partial Estimate Template Import

  3. Selecting and Importing Template Portions

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

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

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.

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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'.

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.

When you are ready, hit 'Copy Selected' to finalize the import.

After importing, the selected categories and items will appear in your project estimate.

❗You also have the ability to import selections with choices attached.


If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!