---
title: "Opportunity Template Screen"
slug: "opportunity-template-screen-1"
tags: ["Language - English", "Area - Administration", "Area - Estimating", "Industry - Landscaping", "Type - Reference", "Role - System Admin", "Role - Branch Admin", "Skill Level - 1 (Beginner)"]
updated: 2025-10-27T17:36:59Z
published: 2025-10-27T17:36:59Z
canonical: "guide.youraspire.com/opportunity-template-screen-1"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunity Template Screen

Opportunity templates provide a basis for creating new opportunities based on information for opportunities you have created in the past.

Opportunity templates are created by first creating a normal opportunity and then choosing to save it as a template. Once a template has been created, it can be located using the *Opportunity Templates Search List screen.* From there, you can display the *Opportunity Template* screen from which the template can be edited. Opportunity templates are also available when creating new opportunities to be selected as the basis for the new opportunity. The *Opportunity Templates Search List* screen behaves like other allowing you to display and filter information to provide the most value in various situations.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1660075764167.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A15Z&se=2026-11-13T10%3A58%3A15Z&sr=c&sp=r&sig=ztcd0e6tvv7a%2BumcgKiSaoXLKC%2FkDp%2BPFD572nCB4fw%3D)

The *Opportunity Template* screen allows you save default information that will be filled into a newly created opportunity based on the template. This screen is accessed by selecting a template from the *Opportunity Template Search List* screen.

It behaves the same as the *Opportunity* screen except that instead of modifying an opportunity, you are modifying a template upon which new opportunities may be based. For field descriptions, see the *Opportunity* screen.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1660075991077.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A58%3A15Z&se=2026-11-13T10%3A58%3A15Z&sr=c&sp=r&sig=ztcd0e6tvv7a%2BumcgKiSaoXLKC%2FkDp%2BPFD572nCB4fw%3D)