How to create Quotes from Templates (within Quotes)

Head over to Quotes and select "New Quote from Template". 

Using the drop-down field, select the relevant Template and press "Ok".

Note: If you'd like Tradify to pull through the latest pricing from your Price List Items and Billing Rates, please select "Update template with latest price list items and billing rates". 

Note: Tradify will now take you to the Template. If you’d like to add extra details to the Template, feel free to do so now.

Once you’ve added all the necessary details to your Template, click the "Save" button.

How to create Quotes from Templates (within the customer profile)

Head over to Customers and open the relevant customer. Next, click on the Quotes tab and then select "New Quote from Template".

Using the drop-down field, select the relevant Template and press "OK".

Note: If you'd like Tradify to pull through the latest pricing from your Price List Items and Billing Rates, please select "Update template with latest price list items and billing rates". 

Note: Tradify will now take you to the Template. If you’d like to add extra details to the Template, feel free to do so now.

Once you’ve added all the necessary details to your Template, click the "Save" button.