Quote templates allow you to pre-fill a quote with commonly used combinations of line items, notes, and discounts - saving time and ensuring consistency across your team. Templates can be created and managed in the web dashboard and used by both office staff and technicians when creating a quote.
How to Create a Quote Template
Office Staff - Web Dashboard
Navigate to Settings page --> Quotes tab
Click "Add +" to create a new template.
Click the template name in the top blue bar to give the template a name
(this is what users will see when selecting a template)Fill in the template details including title, notes, line items, and discounts.
Technicians - App
Quote templates cannot be created, edited, or deleted in the mobile app but they can be used in the app when creating or editing quotes.
How to Edit a Quote Template
Office Staff - Web Dashboard
Navigate to Settings page --> Quotes tab
Click the template you want to edit.
Make your changes.
Click "Save."
