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Panel Templates

Where: Estimation → Panel Templates.

A card gallery of your existing BOMs treated as reusable panel designs. Each card shows the BOM name, version, component count and an Active/Inactive badge, with an Open in BOM Generator button.

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A template is a BOM

There's no separate "template" object — anything you create in the BOM Generator appears here automatically.

Starting from a template​

  1. Find the proven design and click Open in BOM Generator.
  2. Use New Version there to clone it into a fresh BOM.
  3. Adjust the lines for the new panel, re-price, approve, quote.

That's it — this page is read-only navigation; all editing happens in the BOM Generator.