Quote Templates help you speed up your quoting process by providing a pre-set structure for the work you’re estimating. Instead of building each Quote from scratch, you can reuse a ready-made set of categories, items, quantities and rates ,  — making quoting faster, more accurate, and consistent.

You can also save Quotes as Templates to reuse later.

TABLE OF CONTENTS

• Before you begin
• Save a Quote as a Template 
• Create a new Quote Template from Scratch 
• Elements of a Quote Template
  • Info
  • Items
    • Add a New Category
    • Add a New Item
  • Fields
• Create a New Quote using a Quote Template 
• Other Quote Template Operations
  • Duplicate Quote Templates 
  • Remove Quote Templates
  • Export and Import Quote Templates

Save a Quote as a Quote Template 

The quickest way to create a Quote Template is saving a Quote you already built.

In the Quote > Info tab, select Save as Template

In the sheet that appears select a name for the template and some defaults and “Save as Template"

Create a new Quote Template from Scratch 

1. As an Administrator, click Workspaces and double-click the workspace where you would like to use the template
2. Click the Templates tab, then Quotes
3. Type a name for the new template and click Add Template
4. Double-click on a Quote template's name to access the Quote template configuration

Elements of a Quote Template

When configuring a template, all elements and fields (except Template Name) are optional. Any elements you leave blank/empty can be manually added to a Quote later.

Double click or click on the name of Quote Template name to access the details view.

Info

Default Name: name applied to the Quote

Template Description: information that explains what the template can be used for

Default Quote Description: description applied to the Quote

Fields

In the Fields tab you can show, hide, rename and reorder how the standard Quote Fields will show when this template is applied.
You can also add new Custom Fields and apply conditions to their behaviour 

In our example let’s add a Custom Field which defines how the Quote should be Sent “Send By”, with some options

When we create a quote using this template, this field will be available on the Quote

Items

In the items tab you can create Categories, SubCategories and Line Items which will be used when the template is applied.

Add new Categories to the template by clicking on the folder icon on the right

Add a New Category

Add new Categories (e.g., Design, Production, Equipment) to the Quote by clicking on the folder icon on the right.

In the Category Sheet, select a Parent Category if this is to be a Sub-Category, or select none if it’s a top level Category, optionally add a Number for the Category and a description.

Add a New Item

Add new Items to the template by typing in the entry field and clicking Add Item or enter key.

If the Item matches an object in the workspace - Role, Member, or Resource - it will be offered for selection when typing in the field, and Workspace Unit and Rate information will be repopulated. (See Rates article)

In the New Item sheet optionally select:
Category - optionally place the item in a Category or Subcategory
Multiplier - optionally apply a multiplier (e.g for 5 episodes x5)
Quantity - quantity of the unit which should be added (hours, days, units, custom)

Rate (pulled from Workspace Rates or entered manually)
Discount - discount % to be applied on this item

Description - description of the item

Click Add Item and the Item is added to the Template

Create a New Quote using a Quote Template

When you create a New Quote, in the Sheet which appears, you have the option to choose from the Quote Templates in the Workspace.

Other Quote Template Operations

Duplicate Quote Templates 

You can also Duplicate your Quote Templates if you want to create a new similar one.
On mac: right click a Quote  Template> Duplicate Quote Template
On web: Edit > Select one or more Quotes  Template> More Actions > Duplicate
On iOS: Swipe on a Quote Template>More (...) > Duplicate

This will create a new Quote Template appended with the word “Copy” to the name

Remove Quote Templates

You can also Duplicate your Quote Templates if you want to create a new similar one.
On mac: right click a Quote Template > Remove Quote  Template
On web: Edit > Select one or more Quote Templates > More Actions > Remove
On iOS: Swipe on a Quotes Template >More (...) > Remove

Removed Quote Template are in the Removed Filter

Export and Import Quote Templates

If you want to move a Quote Template to a different workspace, or send a copy to support for debugging, you can export a Template to a json file format

On mac: right click a Quote Template > Export Quote  Template
On web: Edit > Select one or more Quote Templates > More Actions > Export
On iOS: Swipe on a Quotes Template >More (...) > Export

To Import
On mac and web: In the Template list, select the (...) from the options menu in the bottom bar > Import Template.
Select the file from your device and the template will be created with (imported) appended to the name.

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