You can add a quote template in several different ways; you can either add templates from the "List" tab or from the Quote Templates page. For more information on how to access this page, please see the Quotes List page.
You can either create a brand-new quote template or copy the format from one of your already existing quotes.
From an Already Existing Quote
There are three different ways you can generate a quote template from an already-existing quote:
- Select the desired Quote ID and once the View Quote pop-up window appears, click on the Individual Actions button; from the drop-down select the "Create Quote Template" option:
Right-click on the selected quote and choose the "Create Quote Template" from the drop-down.
Click on the Individual Actions button and from the drop-down choose the "Create Quote Template" option.
By selecting the "Create Quote Template" option the Create Quote Template pop-up window will appear. In this pop-up window, enter the name for your new quote template:
Note: The quote's parts, services, deposits due, and title (description) will carry over to the new template. Any assets, reminders, notes, section headers, terms & conditions will not carry over.
A Brand-New Template
To create a new quote template, you will need to access the Quote Templates page:
From this page, click on the Plus Sign button. Once you click on this button, the Add Quote Template pop-up window will appear. Enter the name and a description of the quote template, and the deposit if required:
Once you have created a new quote template, it is time to populate it with the required parts and services. You can also add discounts and markups as well as sections to help separate the quote items for clearer organization.
You can also easily add a part, service, or section to the quote template's line items by clicking on the respective icon:
The following subsections will illustrate how to add these different entries to the quote template.
Add part
In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Part" option:
The Select Part pop-up window will appear. From there, choose the desired part:
After selecting a part from the Select Part pop-up window, the Add Part to Quote Template pop-up window will appear, allowing you to adjust the quantity, section, and other details:
In this pop-up window enter the following details:
Product- The name of the part or product. By clicking the Pencil icon you can reselect the desired product.
Description- The description of the part or product. This field is optional.
Price and Cost- These fields will be automatically filled based on the saved data you have in your parts catalog; however, you can directly edit the price and cost when adding it to the quote. For more information about your parts catalog, please see the Parts List (Catalog) page.
Quantity- Specify the quantity of the part or product needed for the quote.
Discount- If applicable, you can enter an individual discount for the selected part.
Section- You can also directly add the part to a specific section for better organization of the quote line items.
Add service
In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Service" option:
The Select Service pop-up window will appear. From there, choose the desired service:
After selecting a service from the Select Service pop-up window, the Add Service to Quote Template pop-up window will appear, allowing you to adjust the quantity, section, and other details:
In this pop-up window enter the following details:
Service- The name and type of service.
Description- The description of the service. This field is optional.
Price and Cost- These fields will be automatically filled based on the saved data you have in your services catalog; however, you can directly edit the price and cost when adding it to the quote. For more information about your services catalog, please see the Service Catalog (list) page.
Quantity- Specify the hours worked by the user for the service.
Discount- If applicable, you can enter an individual discount for the selected service.
Section- You can also directly add the part to a specific section for better organization of the quote line items.
Add mark up
In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Markup" option.
You will be able to add additional markups to choose from, from the Quote Settings page. For more information on how to add or edit a markup, please see the Quote Settings page:
Once you click on the "Add Markup" option, the Add Markup pop-up window will appear:
In this pop-up window select the type of markup you would like to apply. If the selected markup has predefined values for the fixed amount and percentage, these values will be automatically applied. If there are no predefined values for the selected markup, you can manually input the fixed amount and percentage.
After applying this markup, you will be able to see it in the "Total & Balance" panel of your quote:
If you decide to no longer apply the markup, you can select the Trash Can icon next to the marked-up amount.
Add discount
In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Discount" option. This discount option will allow you to add a discount to the entire quote.
You will be able to add additional general discounts to choose from, from the Quote Settings page. For more information on how to add or edit a general discount, please see the Quote Settings page:
Once you click on the "Add Discount" option, the Apply Discount pop-up window will appear:
In this pop-up window select the type of discount you would like to apply. If the selected discount has predefined values for the fixed amount and percentage, these values will be automatically applied. If there are no predefined values for the selected discount, you can manually input the fixed amount and percentage.
After applying this discount, you will be able to see it in the "Total & Balance" panel of your quote:
If you decide to no longer apply the discount, you can select the Trash Can icon next to the discounted amount.
Add section
In the "Line Items" panel click on the Individual Actions in the top-right. From the drop-down menu that appears, select the "Add Section" option:
Once you click on the "Add Section" option, the Add Section pop-up window will appear:
In this pop-up window enter the following details:
Header- The name of the section.
Description- The description of the section.
Lump Sum View- By clicking on the lump sum view for the Add Section pop-up window, you will be able to hide the individual line items for the items listed in the specified section. This option is different from the "Lump Sum View" checkbox in the Add Quote pop-up window and the Edit Quote pop-up window; this lump sum view will apply to the entire quote.
Type- The type drop-down indicates the category (i.e., Required, Optional, Alternate) to which the section, along with its corresponding parts and services, belongs. Optional or Alternate sections allow customers to select the options they prefer from the emailed quote. This is especially helpful for Good, Better, Best estimates.
Selection- If you select the Optional or Alternate types, then the "Selection" field will appear. This field will indicate if the parts or services in the section are selected by default.
Image- Allows you to upload a small image for the section.
The section will then appear in the "Line Items" panel; the parts and services listed under it will be contained in the respective section:
You can add parts or services to a specified section through the Add Part to Quote Template or Add Service to Quote Template pop-up window and selecting the desired section from the "Section" drop-down.
You can also use the section header to store comments about the quote.