Quoting template

Options
dennisf
dennisf Member Posts: 10 ✭
in Accounts Hosted

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

Answers

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,235 Personal Range Expert Personal Range Expert
    Options

    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.

    Gerry id 6376

    Gerhard Winter

    Ph. +61 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • dennisf
    dennisf Member Posts: 10 ✭
    Options

    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
    Acctd4 Accredited Partner Posts: 3,426 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    Options

    @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 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Categories