created an Invoice Template, which displays in the pop-up menu when I am about to send an invoice. However, I would like that same template to appear when I send an estimate, but I can't find a way to do this without recreating the entire template from scratch. This was a long and complicated process that took me forever to do and I'm not even sure I can recreate it at all. I was wondering if there is a way to somehow get that template to show up in the estimate pop-up list without creating it from scratch again.

Thank you
Gina

Hi Gina, in the Design menu, there's a command to "Convert Estimate to Invoice" and vice-versa. Haven't used it myself, but I hope it helps.