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

Learn more