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
- To manage Quote Templates, click on Quotes in the Navigation Bar.
- Then click on Quote Templates.
- 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
- Click on Quotes in the Navigation Bar.
- Then click on Quote Templates.
- 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.
- Fill out as much as possible about this Quote that will be relevant in most situations.
- 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
- To use a Quote Template, visit a Location page and click Add a Quote.
- Select the Job Type from the new field, choosing a Service Contract and/or expiration date if applicable.
- 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.
- Click Apply Quote Template.
- From the new pop-up menu, select the desired Quote Template. The template will then populate this data into the new Quote.
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