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A Guide to Using Quote Templates in ProWorkflow
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A Guide to Using Quote Templates in ProWorkflow

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This is a short presentation explaining how to use Quote Templates in ProWorkflow. For more details or support please see www.proworkflow.com.

This is a short presentation explaining how to use Quote Templates in ProWorkflow. For more details or support please see www.proworkflow.com.

Published in Business , Technology
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Transcript

  • 1. A Guide to
    Using Quote Templates
    These slides are available on our blog
    www.proworkflowblog.com
  • 2. Quote Templates Guide > Overview
    What 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.
  • 3. Quote Templates Guide > Overview
    When 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.
  • 4. Quote Templates Guide > Step 1 – Open Quotes Manager
    Click QUOTES Manager, then click Quotes Templates.
  • 5. Quote Templates Guide > Step2 – Create a New Template
    Click CREATE TEMPLATE
  • 6. Quote Templates Guide > Step3 – Name the Template
    Enter a Template Name and Display Order then click CONTINUE
  • 7. Quote Templates Guide > Step4 – Change Quote Settings
    Click on “Show Quotes Settings”, make any changes then click UPDATE.
  • 8. Quote Templates Guide > Step5 – Enter Basic Quote Details
    Enter details for the Quote Template then click CONTINUE.
  • 9. Quote Templates Guide > Step6 – Add items to the quote template
    Add Line Items and Fixed Cost Items then click CREATE TEMPLATE.
  • 10. Quote Templates Guide > Step7 – Using a Quote Template
    Start a new quote as normal then click the “Create from Template” link.
  • 11. Quote Templates Guide > Step8 – Choosing a Quote Template
    Select the template from the drop-down list.
  • 12. Quote Templates Guide > Step9 – Make any changes as needed
    Carry on as you would for a normal quote, making any required changes.
  • 13. That’s all folks!!
    These slides are available on our blog
    www.proworkflowblog.com