Instead of having to create templates from scratch to apply to quotes or projects later, another approach is to turn already existing quotes or projects into templates.
Quotes
You can save a quote of any status as a project template from the functions at the bottom of the quote's detail page.
Projects
You can save a project of any status as a project template from the project detail pages's actions menu:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article