6.2| Templates (Projects)
You don’t have any project templates yet
Save tremendous resources by creating templates for your projects
MeisterSystem also includes a function to create templates for projects. These are more complex than quote templates, but the advantage is huge: once a projects template is set, there is no more planning time for new projects – instead you can start working immediately.
This is what the project template module allows you todo:
- By assigning a quote template to your project template, product lists can be imported automatically
- You can add mandatory quote items as well as optional items such as decision requests to your template
- Via Files, you can upload helpful documents such as manuals or photos