Treatment estimate bundles are item bundles which can be used to make creating new treatment estimates quicker and easier. Instead of always creating a frequently used estimate from scratch, you can create a new estimate quickly by using an estimate bundle as a template.
In addition to estimate bundles, you can use an existing estimate as a template for a new one by copying an existing treatment estimate.
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You can start creating a new bundle from three places:
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Go to Records > Estimates and select +New bundle.
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Go to Catalog > Bundles and select Add bundle.
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Open an existing estimate and select Create bundle. The items included in the estimate are copied to the new bundle.
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Select the settings and add items to the estimate bundle in the same way as for an item bundle.
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When you want to use a bundle as an estimate bundle, select the Estimate bundle checkbox in the bundle settings. When you start from Records > Estimates, the checkbox is selected by default.
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