How to create a Quote Template

Using 'Templates' can drastically save time and reduce the amount of errors staff may have with quotes.

Example

Jim's Plumbing & Renovations often renovate bathrooms. To speed up the renovation process Jim only offers (3) bathroom packages.

1 - Bronze - New toilet

2 - (Silver - New toilet, and sink

3 - Gold - New toilet, sink, and bathtub

Jim uses the same products for this renovation each time, he sets up the Quote Template in his GO Business / MEHD system to reduce the amount of time searching for the products needed in his quotes.

How to Create A Quote Template

Go to Accounting

Under the Quoting Heading, choose Quote Templates

Choose New Quote Template

Add the items you would like in the template

The line items can be dragged and dropped if you want to change the order on the page

Choose Save. You have now created a Quote Template that can be used in the future.

Click Here to learn How to create a New Quote from Quote Template