Prerequisites
Users need the Quote Templates > Access permission to view the Quote Templates module.
Users need the Quote Templates > Manage permission to create, manage, and use Quote Templates.
Use Manage without Access to allow a user to create quotes using the templates without giving them the ability to modify the templates.
Managing Quote Templates
Quote Templates allow you to prefill information for quotes you regularly use in WorkBuddy. Items, sections, descriptions, and settings, can all be predefined to minimise the amount of data entry when adding a new quote.
For details about quote properties and editing quotes see Creating a new Quote.
Quote templates serve as starting points for frequently created or recurring quotes. When you create a new quote from a template, it is pre-filled with the values from the template.
As well as saving customised quote settings, like Document Theme and Quote Policy, you can add sections and items for commonly quoted jobs.
Consider adding quote sections for commonly requested variations. The salesperson can easily delete any unwanted sections after the quote has been created from the template.
Creating a new Quote Template
To create a new quote template:
Navigate to Sales > Quote Templates.
Select the blue plus in the top right corner. An empty quote template will be opened for editing.
Enter the name of the quote. This will become the template name.
Select Save to create the template.
Your template is now ready for editing. Jump to step 4 in Editing a Quote Template below.
Copying an existing template
You can also copy an existing template to create a second similar template.
Navigate to Sales > Quote Templates.
Select Public, Draft, or All to find your template in the list of templates.
Select your template from the list. The template will open for editing.
Select the down arrow next to Save.
Select Make a copy. Your new template will appear immediately.
Edit the name of the new template.
Select Save to create the copy template.
Your copied template is now ready for editing. Jump to step 4 in Editing a Quote Template below.
Editing a Quote Template
Editing a quote template is similar to creating a new quote. See Creating a new Quote.
Navigate to Sales > Quote Templates.
Select Public, Draft, or All to find your template in the list of templates.
Select your template from the list. The template will open for editing.
Edit the quote details to suit your template. See Creating a new Quote for more details about editing quotes.
Save occasionally to ensure you don't lose any work.
When your quote is ready to publish, select Public in the top right corner.
Select Save to publish your template.
Select the X to close the template editor.
Your quote template is now available for use when creating a new quote from a template.
Result
You can now create and manage quote templates to remove the repetition when quoting common jobs.