--- title: How do I Create or Edit Estimate Layouts? description: Discover the step-by-step process of creating and editing layouts for estimates within the new sales experience --- [Skip to content](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#main-content) English Show submenu for translations [Contact Us](https://support.jobnimbus.com/kb-tickets/new?hsLang=en) ![JN\_Logo\_Long-White@1x.png\]](https://support.jobnimbus.com/hs-fs/hubfs/JN_Logo_Long-White@1x.png?height=40&name=JN_Logo_Long-White@1x.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact Us](https://support.jobnimbus.com/kb-tickets/new) - [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) [Go to the JobNimbus Toolbox](https://www.jobnimbus.com/support/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.jobnimbus.com/?hsLang=en) 2. 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[Estimate Settings](https://support.jobnimbus.com/settings?hsLang=en#estimate-settings) # How do I Create or Edit Estimate Layouts? ## Discover the step-by-step process of creating and editing layouts for estimates within the new sales experience #### On This Page - [What is the difference between Estimate Layouts and Estimate Templates?](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#layouts-templates) - [Accessing Estimate Settings](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#settings) - [Estimate Layouts Overview](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#overview) - [Creating a New Layout](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#newlayout) - [Cover Page](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#cover-page) - [Introduction](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#introduction) - [Inspection](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#inspection) - [Estimate Details](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#estimate-details) - [Signing and Upgrades Page](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#signing) - [Terms and Conditions](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#tandc) - [Warranty](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#warranty) - [Add Custom Pages](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#Custom) - [Layouts Not Showing on a Job](https://support.jobnimbus.com/how-to-create-or-edit-estimate-layouts-new-sales-experience#layouts-not-showing) --- ### What is the difference between Estimate Layouts and Estimate Templates? - **Estimate Layouts** are the framework for your *whole estimate,* such as what pages are included. Whereas **Estimate Templates** are templates of *individual Estimate pages* that you have previously created to use repeatedly in future estimates. --- Accessing Estimate Settings - For Users with Settings access: - To access Estimate Settings, click on your **profile icon or initials** in the top right corner. Then, select **Settings** from the dropdown menu. - - In the Settings menu on the left side of the page, select **Estimate Settings.**  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jan-02-2025-08-07-01-9715-PM.png?width=212&height=405&name=image-png-Jan-02-2025-08-07-01-9715-PM.png) - For Users without Settings Access: - Go to *any* **Contact or Job**, select the **Financials tab**, and then select the **gear icon** to access the Estimate Settings. ![Job #1089 953 S Vine St JobNimbus 2024-03-22 at 9.26.14 PM](https://support.jobnimbus.com/hs-fs/hubfs/Job%20%231089%20953%20S%20Vine%20St%20JobNimbus%202024-03-22%20at%209.26.14%20PM.jpg?width=550&height=100&name=Job%20%231089%20953%20S%20Vine%20St%20JobNimbus%202024-03-22%20at%209.26.14%20PM.jpg) --- ### Estimate Layouts Overview Once in your estimate settings, select Estimate Layouts to begin. Here you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-01-2024-06-17-49-4670-PM.png?width=670&height=344&name=image-png-Aug-01-2024-06-17-49-4670-PM.png) 1. Add a **New Layout.** 2. Create a template from the **Layout Library** by selecting the **Explore** **button.** 1. 1. In the Layout Library, you can **filter** the layouts showing by selecting options from the **Filter section**. 2. **Preview the layout** by selecting the **Preview button.** 3. Add the selected layout to your library to use by selecting the **Add To Company Library** **button.** **![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Aug-01-2024-06-47-30-9731-PM.png?width=670&height=267&name=image-png-Aug-01-2024-06-47-30-9731-PM.png)** 3. Set a new **default Layout** by toggling the **Default button** on so that it shows in blue. 4. **Edit an existing layout** by selecting the **pencil icon**. 5. **Copy an existing layout** by selecting the **copy icon.** --- ### Creating a New Layout Once you have chosen how you would like to add a new layout (starting from scratch, selecting a layout from the Layout Library, or editing or copying an existing layout), you can begin creating your layout. - First, give your **Layout** a unique name by typing into the Estimate Layout Name text box. Then, select the **Location** you would like to create the Layout for, and then click the **Create layout** button. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-16-2024-10-17-02-4912-PM.png?width=450&height=225&name=image-png-Dec-16-2024-10-17-02-4912-PM.png) A layout is only available on Jobs assigned to the Location you create it for. If your company has more than one Location, create a layout for each Location that needs it. - Just like when [creating an Estimate](https://support.jobnimbus.com/how-do-i-create-an-estimate-in-the-new-sales-experience?hsLang=en#introduction), here you have the opportunity to **customize** the appearance and style of your final estimate **presentation** to your customers. The information you include in the Layout will automatically **populate** when you choose it for creating an estimate, ultimately saving you time down the line. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-16-2024-10-31-19-7910-PM.png?width=235&height=697&name=image-png-Dec-16-2024-10-31-19-7910-PM.png) When editing or creating a layout, you can: - **Toggle pages off and on** to control which pages will show on your estimate. - **Remove pages** by dragging them to the **excluded** **pages** window. This will **prevent** the page from displaying when the Layout is selected. - **Rearrange** pages by **dragging and dropping** them into the preferred order. - **Add more custom** **pages** to the Layout to enhance its unique appearance and style. --- #### Cover Page #### ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-16-2024-10-41-57-2823-PM.png?width=670&height=423&name=image-png-Dec-16-2024-10-41-57-2823-PM.png) 1. **Estimate Name** - This information will appear on the front page of thefinal estimate. 2. **Date** - The date field will automatically populate with the date of creation. 3. **Images** - The main image is usually replaced with a **project** **photo** when creating the estimate. You can also choose to include a **secondary photo** that highlights partnerships or key aspects of your business. 1. When uploading a photo, keep your image width at **exactly 650 x 414 pixels** to avoid having issues with your images' size or quality. 4. **Additional Information** - Here, you can fill out the your customers' information. You may also choose to leave these details blank, as they will be automatically filled in from the information in your JobNimbus Contact and Job records. --- #### Introduction The Introduction page can be used for a high-level overview of the work that will be done, an "About Us" page, customer testimonials for your business, and any other information you would like your customers to have up-front. Using the options on the Introduction page, you can:  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-13-2025-06-21-44-3930-PM.png?width=670&height=486&name=image-png-Feb-13-2025-06-21-44-3930-PM.png) 1. **Use a template** that you have previously created for your Introduction page. 2. **Edit the page title** by clicking on the pencil icon next to the page title section. 3. **Edit the text formatting,** including adding bold, italic, and underlined text, numbered or bulleted lists, and adding links. 4. Use the **Insert Token** dropdown to insert a text short code (shown as {%raw}{{TEXT}}{%endraw}) that will automatically insert the indicated information when the estimate is sent.  1. You can create custom tokens by adding [custom fields,](https://support.jobnimbus.com/how-do-i-create-custom-fields?hsLang=en)which will then show as an option in the Insert Token dropdown. 5. Click the text box to **add and edit content** on your Introduction page. 6. Click the **save as template** button to save the Introduction page you have created for future use. --- #### Inspection On the **Inspection Page,** you can include information about what was found during the inspection phase of a Job.  On this page, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Feb-13-2025-08-18-51-2029-PM.png?width=670&height=434&name=image-png-Feb-13-2025-08-18-51-2029-PM.png) 1. **Edit the title** of your Inspection page by clicking on the pencil icon. 2. **Edit the Section title.** 3. **Remove a Section.** 4. **Change the layout style** of the photos and description section by clicking the Change button.  1. From here, you can select from the available page styles as shown below. Be sure to select **Save** to save your selection. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Nov-14-2024-08-29-10-5410-PM.png?width=344&height=313&name=image-png-Nov-14-2024-08-29-10-5410-PM.png) 5. **Add photos** by uploading them from your device or adding them from your Job or Contact. 1. Click and drag the six dots on the left of an item to **reorder your photos.** 2. Click the pencil icon under your photo to **edit** it.  1. **Note:** If the browser window that you are running JobNimbus on is too small or zoomed in too far, the pencil icon may not appear. To resolve this, simply expand your browser window or zoom out. 6. **Add a description** of the item. 7. **Add an additional photo.** 8. **Add an additional section.** --- #### Estimate Details The **Estimate Details** section is where you can provide the details of the estimate for the work you are proposing to the customer. On this page, you can: ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-07-2026-09-23-35-1762-PM.png?width=567&height=883&name=image-png-May-07-2026-09-23-35-1762-PM.png) 1. Click on the **Page Settings button** to change how your Estimate Details page will appear. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202025-07-07%20at%2012-56-35%E2%80%AFPM-png.png?width=522&height=425&name=Screenshot%202025-07-07%20at%2012-56-35%E2%80%AFPM-png.png) 1. Choose if you would like your customer to be able to **choose only one option from an Estimate or multiple options.** 2. Select how you would like your products' names and descriptions to display. You can choose from displaying **both the name and description, the product name only, or the product description only.** 3. Select from this list to **display additional information** on your Estimate PDF. 2. **Add and edit Estimate options.** You can have a maximum of three estimate tabs. This can be used to show a good/better/best estimate or multiple trades such as a roofing/siding/gutters estimate to customers.  1. To do a good/better/best estimate you can use the option to "**include all items from**" eliminate needing to do any double entry. 3. **Clean up** items without a quantity added. 4. **Edit the Section name.** 5. **Hide or show sections** on the final Estimate PDF by clicking the eye icon, **delete a section** by selecting the trashcan icon, and **collapse or expand sections** by clicking on the up or down arrow in the top right corner of the section. 6. **Add line items** to your Estimate. 1. Line item details will **sync from your Products and Services** in JobNimbus Settings. Items can be easily reordered by **clicking the six dots** to the left of the item and dragging it into position. 7. Add more items by selecting the **Add Item button.** 8. Add new sections by selecting **Add Section.** 1. If you have previously saved estimate details templates, a new section can be included from a saved template as well. 9. Add a discount by selecting the **Add Discount button.** 10. Use the **Override Minimum Margin button** if different work types need different minimum margins (e.g., new construction vs. repair), you can override the global minimum margin setting on individual layouts and templates. 11. [**Apply a Tax rate.**](https://support.jobnimbus.com/how-can-i-add-tax-information?hsLang=en) 12. View a  **total breakdown** of your Estimate. ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Jul-07-2025-07-29-21-1850-PM.png?width=670&height=104&name=image-png-Jul-07-2025-07-29-21-1850-PM.png) 13. **Add a Note** to the bottom of your Estimate. 14. **Save your Estimate as a Template** to be used for future Estimates. 1. **Important:** After editing a layout to link products to calculations, you must **publish the layout changes** before they apply to new estimates. If products appear linked in layout settings but calculations aren't firing, check whether the layout has unpublished changes. 2. Ad-hoc items added directly to a layout (not selected from Products & Services) will not connect to calculations regardless of publishing status. --- #### Signing and Upgrades Page ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-16-2024-10-52-18-8970-PM.png?width=670&height=424&name=image-png-Dec-16-2024-10-52-18-8970-PM.png)         ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-16-2024-10-53-46-2815-PM.png?width=670&height=423&name=image-png-Dec-16-2024-10-53-46-2815-PM.png) 1. **Page Settings:** Here, you have the option to choose whether to display the **unit price and quantity** to the customer for any additional upgrades added later on the page. 2. **Section Disclaimer:** This section can be utilized to include any **terms or instructions** related to the estimate that the customer or insurer may need to review. 3. **Section Title:** Add a **title for your section**, such as "Roofing Tear Off" or "Materials and Labor". 4. **Items:** **Add line items** to have on your layout by default each time you create a new estimate. Choose from linked items in your price list or manually create fixed priced items. 5. **Deposit:** **Choose to add a Deposit** and include a **description, and a dollar amount or percentage** for the amount you would like the payment to be. 6. **Signers:** **Add required signers** to your Estimates when you are sending live documents. No updates are needed while creating the Layout as these details will be added when you are with your customer. 7. **Footer** **Notes:** Use this section to **add additional details** for your signers if needed. --- #### Terms and Conditions In the Terms and Conditions section, you can add the specifics of your agreement with your customer. Here, you can: **![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-17-2024-02-36-25-0221-PM.png?width=670&height=422&name=image-png-Dec-17-2024-02-36-25-0221-PM.png)** 1. **Require customers to acknowledge this page:** Require your customer's **acknowledgment** during the signing process by **toggling the option on** (the toggle will show blue when the option is on). 1. This will trigger the dialogue box below to have the Terms and Conditions checkbox when the customer is signing your agreement. 2. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202024-12-17%20at%207-59-36%E2%80%AFAM-png.png?width=452&height=269&name=Screenshot%202024-12-17%20at%207-59-36%E2%80%AFAM-png.png)**Page Type:** Select the **Use Summary** option to **type your document** into the document builder or **upload your Terms and Services as a PDF** from your device by selecting the **Use PDF** option. 3. **Content: Enter your text** if typing your document or **preview your PDF document** if you choose to upload it as a PDF. 4. **Insert Token:** Use the **Insert Token** option to have Contact and Job information automatically populate when generating your document. These fields will show as bracketed short codes (ex.  {%raw%}{{ACCOUNT\_NAME}}) in your layout, but will pull the individual information once the document has been generated and sent. --- #### Warranty ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-Dec-17-2024-07-48-21-7268-PM.png?width=670&height=428&name=image-png-Dec-17-2024-07-48-21-7268-PM.png) 1. **Warranty** **details:** Enter your Warranty information in the **Warranty details text box.** Use the **Insert Token** option to have Contact and Job information automatically populate when generating your document. 2. **Thank** **you** **note:** Enter text to include a personalized thank you note. You can also utilize the **Insert Token** option here. 3. **Signature:** Include a **company or representative signature** by uploading an image of the signature along. 4. **Additional Information:** Enter the **Signee's name and title** in the respective fields. --- #### Add Custom Pages #### ![JobNimbus 2024-03-22 at 9.05.45 PM](https://support.jobnimbus.com/hs-fs/hubfs/JobNimbus%202024-03-22%20at%209.05.45%20PM.jpg?width=670&height=430&name=JobNimbus%202024-03-22%20at%209.05.45%20PM.jpg) 1. **Title:** Give your custom page a unique **name** in order to keep your document organized. 2. **Require customers to acknowledge this page:** Require your customer's **acknowledgment** during the signing process by **toggling the option on** (the toggle will show blue when the option is on). 3. **Page Type:** 1. 1. **Sales** **PDFs:** If you have previously uploaded PDFs to your account, you can choose the desired file from your saved library. 1. 1. Learn more about how to add Sales PDFs [here.](https://support.jobnimbus.com/how-can-i-incorporate-external-pdfs-into-my-quotes-new-sales-experience?hsLang=en) 2. **Single** **use** **PDF:** You can easily **add** these **files** by dragging and dropping them from documents stored on your **device**. 1. 1. Learn more about how to create PDF custom pages [here.](https://support.jobnimbus.com/how-do-i-use-canva-design-templates-in-the-new-sales-experience?hsLang=en) 3. **Text** **Page:** Utilize the document builder to craft a personalized document that can be saved to be used on this Layout as well as future Layouts. --- ### Layouts Not Showing on a Job Estimate Layouts are tied to a Location. If no layouts show when you create an Estimate, the Job either has no Location assigned or is on a different Location than your layouts. 1. Open the Job where the layouts aren't showing. 2. Check the Job's **Location** field. ![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-09-30%20at%2012-08-18%E2%80%AFPM-png.png?width=350&height=273&name=Screenshot%202026-09-30%20at%2012-08-18%E2%80%AFPM-png.png) 3. Edit the Job and select the correct **Location** if the field is blank or wrong. 4. Select **Save**. 5. Go to the **Financials** tab and create the Estimate again. If you change a Job's Location after drafting an Estimate, you'll be asked to select a new layout for that Location. Content already on the draft Estimate will be overwritten. *![](https://support.jobnimbus.com/hs-fs/hubfs/Screenshot%202026-09-30%20at%2012-13-37%E2%80%AFPM-png.png?width=400&height=179&name=Screenshot%202026-09-30%20at%2012-13-37%E2%80%AFPM-png.png)* Check out [how to add or edit Locations for your company](https://support.jobnimbus.com/can-i-add-additional-locations-for-my-company?hsLang=en), and learn how [location-based products](https://support.jobnimbus.com/what-happens-when-i-enable-location-based-products?hsLang=en) affect what shows on your Estimates. {% endraw %} - [Learning and Training Resources](https://support.jobnimbus.com/learning-and-training-resources?hsLang=en) - [Jobs, Contacts, and Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#main-content) - [Jobs and Contacts](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#jobs-and-contacts) - [Boards](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#boards) - [Documents & Photos](https://support.jobnimbus.com/jobs-contacts-and-boards?hsLang=en#documents-photos) - 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