Turn an existing Quote into a Template

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Quoting

 

Tradify also has the ability to turn existing Quotes into Templates. This may be useful if you’ve previously created a Quote which is likely to be re-used again in future for similar types of work.

Important Note: Notes & attachments can't be carried over from an existing Quote to the Template. These will need to be re-applied to the Template once it's been created. Additionally, any sections marked as optional in an existing Quote do not carry over into the template as optional. You'll need to amend these every time you create a quote from this template to make sure you're sending these out correctly. 
  1. Head over to Quotes and open the relevant Quote.
  2. Select the Options tab.
  3. Select Copy Quote to Template.
  4. Provide a name for your new Quote Template.
  5. Select OK.that
  6. Select Save once you’ve added all the necessary details to your Template.

Note: Tradify won’t be able to create the Template unless it’s given a unique name. 

 

 

 

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