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Estimate terms templates

Write your terms once and reuse them on every estimate.

Updated October 15, 2026

Estimate terms are the fine print under your price: validity, payment schedule, exclusions and warranty. A template saves that text so you do not retype it. The default template is added to every new estimate.

  1. Click your avatar in the top right, choose Account Settings, then click Estimate Terms.
  1. Click Add Estimate Term, name the template, paste your terms, and click Save. Mark one template as the Default and it is added to every new estimate.
  1. You can change the terms on any individual estimate without affecting the template.

Estimate terms FAQ

Can I have more than one template?

Yes. Keep one per type of work, for example residential and commercial, and pick the right one on the estimate.

Does editing a template change estimates I already sent?

No. Each estimate keeps the text it was saved with.

Are these the same as payment terms?

No. Payment terms are the due-date rules like Net 30. See Payment Terms.