6.1| Templates (Quotes)

You have no quote templates yet

Save time and money by answering requests for quotes even faster

If a certain service is requested frequently, creating a template for it will help you save a tremendous amount of time. The template lets you draft the framework of your quote in advance, so when using it later, you only have to specify the products and workforce used – everything else is calculated automatically.

In the quote template module you can:

  • Add mandatory quote items as well as optional items such as decision requests to your template
  • In doing so, when choosing this template for an actual offer later, you just have to select the final products to be used…
  • …and the quote, incl. prices for products and expected working hours, is ready in no time!

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