Create Quote Templates on Tradify Web

Topic

The Quote Templates feature lets you quickly create similar Quotes without starting from scratch each time.

A templated quote can contain key information such as;

• Description: Information about the quote.
• Price List Items: Commonly used supplier items.
• Billing rates: Time and labor costs.
• Kits: Bundled items.
• Miscellaneous Items: Items you don't regularly use or aren't on your price list.
• Sections: Helps to organize your work.
• Document attachments: Attach Terms and Conditions or other key documents specific to this quote type.

Note: When creating a quote from a template, the amounts update to match the customer's pricing level and tax type.

Video Guide

Instructions

1. Navigate to the Quotes page.
2. Select the Template tab. 
   
   
    
3. Select New Quote Template.

4. In the Quote Template Name field, enter a clear, identifiable name for the template.

   Note: Quote Template names must be unique.

5. Select OK.
6. Add the details to the template and select Save. 

Editable fields

• Description: Use this field to enter a Template description. It will appear in the Quote description exactly as formatted on the template.
• Add Line Item: Add labour or material line items to the template by clicking the Add Line Item button.
  
  
• Notes: For more information on adding notes and attachments, please see here.

Adding a Line Item in a New Quote Template

The following four options are presented when adding a line item:

• Time: Use this tab to add a Labour component to your Template.
• Price List Item: Use this tab to add Price List Items to your Template. For more information on creating Price List Items, please see here.

Note: If you would like to create a new Price List Item within the Template, click the + icon (right hand side of Item Code search field).

• Kit: Use this tab to add Kits to your Template. Kits are pre-assembled items which could be made up of labour, materials and other miscellaneous costs. For more information on setting up and configuring Kits, please see here.
• Miscellaneous: Use this tab to add stand-alone items to your Template. Miscellaneous items are typically used as one-off items that are specific to this quote and/or Job. They won’t be saved as a default item for future use. 
  
  

Additional Information

For more info on Quote templates, see here: Turn an existing Quote into a Template