Quoting template

dennisf

Hi, We currently have just a STD quote template.

Can I generate a new template which will be used on specific project related work as the steps or stages will be common and re-used with most of our clients.

I would like to have several Specific templates with project names to identify them.

Example would be I am quoting a client on a server decommission at their office, I would select Server decom from my templates list and the wording / steps that would be carried out in this job would be auto generated and appear, then I just would add the qty / hours and the price

GerryWinter

You can create a new template from any existing ones you like and then its the items at you use for the working that you want to see.

You can always call me.

dennisf

Thanks Gerry appreciate your reply, I am just creating a template now and I will try to input the text using a previous quote that I sent to a client.

I am thinking if I do this in the template layout adding and using a text box that should be the answer, not sure till I try first.

Acctd4

@dennisf Create the quote with all the lines/text detail you want & Memorise it.

You can then regenerate it anytime - pre-filled as saved - & select any Customer/Job you like 😊