Skip to content
TEMPLATES

Price a new project in minutes, not hours.

Your best estimates become reusable starting points. New projects inherit proven structures, correct rates, and real costs from day one.

THE PROBLEM

Every project starts from scratch.

A new project comes in. It's similar to one you priced last quarter. But instead of building on that work, you start a blank estimate and reconstruct it from memory. Roles get missed. Expenses get forgotten. The overhead calculation from last time? Lost in a spreadsheet somewhere.

The result: inconsistent pricing across similar projects. One proposal includes overhead, the next doesn't. One captures all the roles, another misses the quality check. The quality of your estimate depends on who built it and how much time they had — not on a proven structure.

HOW IT WORKS

Two types of templates. One consistent system.

Margin gives you two ways to templatize your pricing:

  1. Project templates — Full project structures with activities, roles, and expenses. Create a new project from a template and everything carries over: the activity breakdown, the role assignments, the expense line items. Adjust for the specific engagement and you're pricing in minutes.
  2. Item templates — Single activity templates. When a project needs a discovery phase, a quality check, or a content audit, add it from a template instead of building it from scratch. Roles and expenses come with it.

Build templates from what you already know. Save any existing project as a template. Save any activity as a reusable item template. Duplicate and iterate. Your pricing library grows from real work, not theory.

Templates listing in Margin — reusable project structures with activities, roles, and expenses
THE VALUE

From rebuilding to reusing.

Reconstructing estimates from memory every time a similar project comes in.
Starting from a proven structure. Adjusting for the engagement. Pricing in minutes.

Templates don't just save time — they enforce consistency. Every proposal built from a template inherits correct role costs, overhead allocation, and profit targets. The person pricing the project doesn't need to know the formula. They need to know the scope. The template handles the rest.

Related Features

The math is handled

Overhead, markups, and profit layer in automatically. You see your true cost and margin without doing the math yourself.

Set up once, price every project

Your team's roles, rates, overhead, and profit targets — configured once, inherited everywhere.

Stop rebuilding estimates from scratch.

Templates turn your best pricing work into a reusable system. New projects in minutes, not hours.

Try Margin free