Quote templates allow you to pre-enter or pre-select common information for a new quote entry screen. Quote templates are a great time saver
View, edit and create quote templates via the Quote Templates grid via the Quotes navigation pane
Create a new Quote Template by selecting the New... menu option.
You can create as many templates as you want
You can edit or view the details on an existing Quote template by clicking its number under the Quote column in the Quote Template grid
| • | Enter a template description to make it easy for you to differentiate it from other templates so that you can select the right template for a quote. If you create specific templates for different work to be performed, suggestion is to name it with that type of work i.e. Onsite Network Service Quote. |
| • | Enter and select those details that you want this template to enter in any new quote created from it - such as the Introductory Text, Workorder Category, etc. |
| • | You will note that client does not show, nor does unit, nor does any date related fields - because a template could be for any client, any unit or any date in the future. |
| • | Quote Template Number  is automatically +1 of the last quote. |
| • | If select a rate that a client is not capable of having (prevented by contract, or template has a contract rate selected), the record is not transferred to the quote . i.e. a non-contract rate is selected in the quote template for Scheduled Users. Create a new quote using this template for a contracted client that is restricted to a specific rate, will see that the Scheduled User record is not made in new quote at all. |