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A Guide to Using Quote Templates in ProWorkflow

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ProActive Software
ProActive Software

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

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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

  • 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