A Guide to Using Quote Templates in ProWorkflow

A Guide to
Using Quote Templates
These slides are available on our blog
www.proworkflowblog.com

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.

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.

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

Quote Templates Guide > Step2 – Create a New Template
Click CREATE TEMPLATE

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

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

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

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

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

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

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

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

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A Guide to Using Quote Templates in ProWorkflow

by ProActive Software on Sep 09, 2009

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A Guide to Using Quote Templates in ProWorkflow — Presentation Transcript