A Guide to Using Quote TemplatesThese slides are available on our blogwww.proworkflowblog.com

Quote Templates Guide > OverviewWhat can you do with Quote Templates?Create templates that contain settings such as tax rates, payment terms and custom logos.Create templates containing items that you often or always include in a quote.

Quote Templates Guide > OverviewWhen could you use Quote Templates?Create templates for your main customers.Create templates with tax settings for different countries or states.Create templates for similar work you carry out frequently.

Quote Templates Guide > Step 1 – Open Quotes ManagerClick QUOTES Manager, then click Quotes Templates.

Quote Templates Guide > Step2 – Create a New TemplateClick CREATE TEMPLATE

Quote Templates Guide > Step3 – Name the TemplateEnter a Template Name and Display Order then click CONTINUE

Quote Templates Guide > Step4 – Change Quote SettingsClick on “Show Quotes Settings”, make any changes then click UPDATE.

Quote Templates Guide > Step5 – Enter Basic Quote DetailsEnter details for the Quote Template then click CONTINUE.

Quote Templates Guide > Step6 – Add items to the quote templateAdd Line Items and Fixed Cost Items then click CREATE TEMPLATE.

Quote Templates Guide > Step7 – Using a Quote TemplateStart a new quote as normal then click the “Create from Template” link.

Quote Templates Guide > Step8 – Choosing a Quote TemplateSelect the template from the drop-down list.

Quote Templates Guide > Step9 – Make any changes as neededCarry on as you would for a normal quote, making any required changes.

That’s all folks!!These slides are available on our blogwww.proworkflowblog.com