What Are Mobile Estimate Templates?

Mobile Estimate Templates let users create new estimates using prebuilt templates created in the web app.

Instead of manually adding:

• Line items

• Pricing

• Sections

• Terms & conditions

The mobile app loads your existing web templates—ensuring accuracy and consistency while saving time.

Important: Templates are created and managed on the web. Mobile can use templates, but cannot create, edit, or delete them.

Key Benefits

Time-Saving

Create new estimates in just a few taps using prebuilt templates.

Consistency

Maintain uniform branding, pricing structure, and layout across all reps.

Mobility

Generate and send estimates on the spot—while meeting with clients.

Seamless Access

Templates created on the web are automatically available on mobile.

Professional Presentation

Reduce manual errors and deliver polished, structured quotes every time.

Availability & Prerequisites

Before using templates on mobile, confirm the following:

Mobile App Version

• LeadConnector v3.98.1

(Whitelabeled apps may require contacting your account manager or support to request the update.)

Template Management

• Templates must be created in the web app.

• Mobile only uses existing templates.

User Permissions

Ensure the user has:

• Access to the correct sub-account

• Permissions for Payments → Estimates

Step-by-Step: Create an Estimate Using a Template (Mobile)

Step 1: Log In and Open Sub-Account

1. Open the mobile app.

2. Log in.

   

Step 2: You will now see two tabs on the Estimates homepage - Estimates and Templates. Switch to the templates tab.

Step 3: You can now select any estimate template and quickly use it to create an estimate!Browse available estimate templates.

Your estimate is now created using a template—fast, accurate, and consistent.