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
- Create a quote with your common line items
- Click Save as Template
- Give it a descriptive name
Using a Template
- Start a new quote
- Click From Template
- Select your template
- Customize as needed
Template Ideas
- Remote start installation (basic)
- Remote start installation (premium)
- Car audio upgrade package
- Security system installation
- LED lighting package