Templates

Settings > Templates shows the estimate and the proposal crux fills in for you.

• Estimate: The crux default estimate template, or your own (it then says Your own template (…), or the crux default).
• Proposal and letters: the crux default letterhead, filled with your company details and logo from Company.

Use your own estimate spreadsheet#

1. Click Upload your own estimate template… and pick the spreadsheet your company already uses.
2. The file is listed as Uploaded, not set up yet. In any chat, ask crux: "set up my estimate template".
3. crux reads the spreadsheet with you: which cells are inputs, where the lines go, where the totals are. You confirm before it is used.
4. When it is ready, it is listed as Set up: <name> with the date you confirmed it, and new estimates use it.

crux only fills in your template's input cells. It never rewrites your formulas.

Go back to the default#

• Stop using (then Yes, stop using it) on a set-up template: new estimates use the crux default again.
• Remove (then Yes, remove) deletes an uploaded file.

Estimates you already made keep the template they were made with.