Creating and Managing Quote Templates

Quote Templates can reduce repetitive work, increase efficiency, and assure accuracy when sending commonly used Quotes.

This article covers the creation, maintenance, and use of Quote Templates.

Managing Quote Templates

1. To manage Quote Templates, click on Quotes in the Navigation Bar.
2. Then click on Quote Templates.  
3. On the Quote Template page, you may perform a couple of actions:
   • Create a new Quote Template.
   • View or Edit the Quote Template by clicking on the template title.

Creating Quote Templates

1. Click on Quotes in the Navigation Bar.
2. Then click on Quote Templates.
3. Click Create a Quote Template or click on an existing Quote Template to be taken to the Quote Template details page. This page is nearly identical to creating a one-time Quote.
4. Fill out as much as possible about this Quote that will be relevant in most situations.
5. You may also add Items to a Quote Template to assure that certain Items, such as fees, parts, labor, etc. get added to any Job that uses the created template.

Using Quote Templates

1. To use a Quote Template, visit a Location page and click Add a Quote.
2. Select the Job Type from the new field, choosing a Service Contract and/or expiration date if applicable.
3. Click Create Quote, and on the new page, you will see the option to Apply Quote Template in the Action Menu on the right-hand side.
   
4. Click Apply Quote Template.
5. From the new pop-up menu, select the desired Quote Template. The template will then populate this data into the new Quote.