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If you often need to quote on the same type of job, you can use the Quote History feature to set up dummy quotes that you can use as templates, saving you time on quoting.
Create a quote template
Here's how to create a quote template:
In the Quote Worksheet header, leave the Quote Type set to Simple, or select Detailed, depending on what type of quote you want.
For simple quotes, add line items as described in Simple Quotes, but do not finalise the quote.
For detailed quotes, add line items as described in Detailed Quotes, but do not finalise the quote.
Note: Make sure all line items have a Quantity of at least 1, or they won't import into other quotes.
Once you're happy with your dummy quote, scroll down to the Status box, select Rejected, and Save. This prevents the quote showing up in pipeline reports.
The quote will be saved and you can view it by going to ServiceTrack > Quotes and setting the filter to Rejected .
Edit a quote template
You can edit the template you've created by changing the status back to In Progress. Click Save, make the changes you need to make, then set the Status back to Rejected, and Save again.
Use a quote template
To use one of your quote templates:
The line items and any option groups you've included in your template will be imported into the quote. You can then add or remove line items, adjust mark-ups, add labour, or make any other changes you need to. From there, just treat the quote like any other. Refer to Quotes for more information.
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