Understanding Quote Templates

Before You Start

Quote Templates allow you to create professional, consistent Quotes while significantly reducing preparation time.

Rather than starting from scratch each time, you can build a library of reusable templates containing your standard Items, Introduction, Appendix, Checklist and other Quote content.

Well-designed Quote Templates help maintain a consistent appearance across all of your customer documents.

Managing Quote Templates

To manage your Quote Templates:

Navigate to Inventory.
Select Quote Templates.
Choose the Template you wish to edit.

If no Templates are listed, you'll first need to create one by saving a Draft Quote as a Template.

Once you've selected a Template, you can edit it just like a normal Quote.

The main difference is that a Quote Template isn't linked to a specific Client, Contact or Location. Instead, it acts as a reusable starting point for future Quotes.

What's Typically Included?

Most businesses use Quote Templates to standardise the sections that rarely change.

These commonly include:

Standard Quote Items.
The Introduction.
The Appendix.
Clauses.
Checklist items.

The Appendix is often used as a marketing tool to promote additional products or services and may only need updating occasionally.

The Introduction often remains similar between Quotes, although project-specific photos, drawings or notes can easily be added after the Template has been imported.

Template Functions

When working with a Quote Template, you can:

Edit the Template.
Create a New Version.
Preview the Template.
Download the Template.
Delete the Template.

Best Practice

Build separate Templates for the different services your business provides.
Keep your Appendix up to date with your latest products and services.
Add project-specific information to the Introduction after importing the Template into a new Quote.
Review your Templates periodically to ensure they reflect your current business practices.

Saving a Quote as a Template
Quote Creation Best Practices
Understanding the Master Matrix
Understanding Checklist Automation