Create a Template for Recurring Quotes

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On the ribbon, go to Tools > Status and add a new status called Template in the Quote tab.

 

quotetemplate

 

Create a new quote and enter all required fields. Select the status of Template.

 

addquotetemplate

 

Info

Note: A Cust# must be entered, however this can be changed at any time.

 

Create a quote list using Template in the Status field, pin it and name it something appropriate.

 

jobtemplatelist

 

To produce a recurring quote, open the Template job and click Create Similar. Make the appropriate changes/additions.

 

CSquotetemplate

 

How to

Add a Document to a Quote

Add a Quote

Add Stock to a Quote

Create a Job from a Quote

Create a Quote from a Previous or Similar Quote

Create a Template for Recurring Quotes

Create a quote list

Personalise Quotes

Print a Quote

Use comments to Track the Progress of a Quote

View or Edit a Quote