Full quote templates
Save reusable quote settings and every item group in a complete quote. Apply the whole structure when a familiar job returns.
New in CostForge: quote templates
Reuse the quote work you have already priced.
Build a library of complete quotes and repeatable work packages. Import the whole template or just the item groups a new job needs, while keeping every imported quote editable.
Template library
Reusable quote content
Standard extension quote
6 item groups
Installation crew day
4 nested items
Waste removal package
3 nested items
Staff rate checked at import: current hourly pricing applied
One reusable library
Save the full job or the package you quote every week.
Item templates
Save one complete work package, including its nested materials, labour, allowances, and notes, then add it to any quote.
Staffing-inclusive templates
Reuse packages containing staffing hours alongside normal line items, with active staff roles recalculated at current rates on import.
How it works
From reusable scope to a fresh quote in three steps.
Templates preserve nested detail, including mixed materials and staffing hours, so your team starts from a complete package instead of rebuilding rows by hand.
01
Save proven work
Turn a successful full quote or a top-level package into a named template in the library.
02
Choose what to reuse
Import an item package, apply a complete quote template, or select only the sections needed from a larger template.
03
Adjust independently
Imported lines become editable parts of the new quote, leaving the original template unchanged.
Built for controlled reuse
Repeat the structure, not an old mistake.
Current labour costing
Staffing hours use the current active role rate at import, helping prevent old labour prices from slipping into new work.
Copied, not linked
Each import is yours to edit. Changing a quote never silently rewrites the saved template or another quote.
Private to your business
Your template library stays within your CostForge account and does not appear in client-facing quote views.
Selective imports
Need only part of a full template? Take just that part.
Preview a full quote template and select the top-level item groups needed for this job. Importing selected items leaves the current quote settings alone; applying the full template can reuse approved quote settings as well.
Choose all item groups or a focused subset
Keep nested items and visibility choices together
Edit imported content without changing the source
Quote repeatable work without repeating the admin.
Start using CostForge to store reusable quoting knowledge and build the next estimate from a stronger starting point.
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