Create Estimates from Templates in the Sparkforge Mobile App

By Sparkforge Support Team ·Last reviewed May 3, 2026

On Sparkforge mobile v3.98.1+, the Estimates module shows a Templates tab that pulls in templates built on the web. Pick one and send a consistent, branded estimate from anywhere.

Estimate templates live on the Sparkforge web app. The mobile app reads those templates so a rep on site can spin up an estimate from a prebuilt layout, line items, and terms instead of starting blank.

Requirements

Sparkforge mobile app version 3.98.1 or later.
Whitelabel apps need the 3.98.1 build deployed. Contact your account manager if it has not rolled to your build yet.
Templates are created and managed on the web. The mobile app can use them but cannot create, edit, or delete them.
The user needs subaccount access to Payments > Estimates.

Create an estimate from a template

Open the mobile app and select your subaccount.
Open the Estimates module from the navigation bar.
The Estimates home now shows two tabs: Estimates and Templates. Switch to Templates.
Pick the template you want to use.
Adjust line items, quantities, or pricing on the new estimate.
Send the estimate by SMS, email, or both.

Pair with Direct Payments

To let the customer pay the moment they accept, turn on Enable Direct Payments in the estimate's Payment Settings before sending. The estimate redirects to the linked invoice on acceptance.

Frequently Asked Questions

Can I create or edit estimate templates from the mobile app?

No. Templates are created and managed on the web. The mobile app uses them to create new estimates.

Are my web templates available on mobile automatically?

Yes. Templates created on the web appear under the Templates tab in the mobile app.

Which app version is required?

Sparkforge mobile v3.98.1 or later. Whitelabel apps need the same build deployed.

Can I edit line items after picking a template?

Yes. Quantities, pricing, and other supported fields are editable on the new estimate before you send.

The Templates tab is missing. What should I check?

Confirm the app is on v3.98.1, you are in the right subaccount, and the user has access to Payments > Estimates. Whitelabel apps need the 3.98.1 build deployed.