How to access the page

To edit any quote templates that you have, you must first be on the Quote Templates page. Once you are on this page you can edit a quote template in the following ways:

1. By clicking on the desired quote template ID and from the View Quote Template pop-up window select either the Pencil icon or the Individual Actions button:



• If you select the Individual Actions button, then from the drop-down select the "Edit" option.

2. Right-click on the selected quote template and choose the "Edit" option from the drop-down.

3. Click on the Individual Actions button, and from the drop-down choose the "Edit" option.

Edit quote template line items

You will be able to edit the parts, services, and sections listed in the quote's line items. The following subsections will illustrate how to edit these different line item entries.

Edit part

In the "Line Items" panel click on the selected part's Individual Actions. From the Individual Actions' drop-down menu that appears, select the "Edit" option. You can also click on the Pencil icon:

Once you click on the "Edit" option or the Pencil icon, the Edit Part pop-up window will appear:

In this pop-up window you can edit the following details:

• Description- You can edit the description of the part or product. This field is optional.

• Section- You can also move the part to a specific section for better organization of the quote line items.

• 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. 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 edit the individual discount for the selected part.

Edit service

In the "Line Items" panel click on the selected service's Individual Actions. From the Individual Actions' drop-down menu that appears, select the "Edit" option. You can also click on the Pencil icon:

Once you click on the "Edit" option or the Pencil icon, the Edit Service pop-up window will appear:

In this pop-up window you can edit the following details:

• Description- You can edit the description of the service. This field is optional.

• Section- You can also move the service to a specific section for better organization of the quote line items.

• 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. For more information about your services catalog, please see the Services Catalog (list) page.

• Quantity- Specify the hours worked by the user for the service indicated.

• Discount- If applicable, you can edit the individual discount for the selected service.

Edit section

In the "Line Items" panel click on the selected section's Individual Actions. From the Individual Actions' drop-down menu that appears, select the "Edit" option.

Once you click on the "Edit" option, the Edit Section pop-up window will appear:

In this pop-up window you can edit the following details:

• Header- You can edit the name of the section.

• Description- You can edit the description of the section.

• Lump Sum View- You can choose to uncheck or check the "Lump Sum View" option. By clicking on the lump sum view for the Edit 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.

You can move the parts or services to a specified section through the Edit Part or Edit Service pop-up window and selecting the desired section from the "Section" drop-down.

Note: Please note that you cannot edit an overall discount or markup. If you would like to replace a specific discount or markup, you will first need to delete the selected discount or markup and then add the desired discount or markup. For more information on adding or deleting discounts and markups, please see the Add a Quote and Delete a Quote pages.