Quote Details Templates

Create and Reuse Detailed Quote Sections

Quote Details Templates allow you to save and reuse structured pricing pages, including line items, sections, and descriptions. This is ideal for creating standard service packages (like "Basic," "Premium," "Platinum") or job-type templates (like "Roofing" or "Siding").

1. Create a Template in Account Settings

Build and save reusable quote-details templates from account settings.

Steps:

  1. Navigate to Configuration > Account Settings > Templates.
  2. Click Create Template Button.
  3. Select Quote Details as the template type.
  4. Add Tabs: Click + next to the quote name to add up to 3 tabs (e.g., for Good/Better/Best options).
  5. Build Content:
    • Add Items: Click Add Item button to create line items. Type the name; if it matches your product catalog, suggestions will appear and you can populate the whole details by just clicking on the suggestions.
    • Add Sections: Click Add Section button to create headings (e.g., "Labor," "Materials") and group items below them.

Important Note on Applying Templates Applying a template will overwrite all current tabs when applied. This action cannot be undone.

2. Apply a Template to a Report

Quickly populate the Quote Details page with a saved template.

Steps:

  1. Open a project and edit a report.
  2. Navigate to the Quote Details page.
  3. Click View Templates button.
  4. Select your template and click the on it to confirm.