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Quote Templates

Save time by creating templates for common jobs.

What Are Templates?

Templates are pre-configured quotes with common products and services. Use them as starting points for new quotes.

Creating a Template

  1. Create a quote with your common line items
  2. Click Save as Template
  3. Give it a descriptive name

Using a Template

  1. Start a new quote
  2. Click From Template
  3. Select your template
  4. Customize as needed

Template Ideas

  • Remote start installation (basic)
  • Remote start installation (premium)
  • Car audio upgrade package
  • Security system installation
  • LED lighting package