The Template functionality allows you to create a Quotations and Estimates by using a template specifically for Quotations an Estimates that occur frequently. This improves efficiency, reduces human error, and saves time.

Discover Template - Quote and Estimate

• Setting-up a Template Customer
• Creating a Quotation Template
• Creating an Estimate Template
• Creating a Quotation from a Template
• Creating an Estimate from a Template

Setting-up a Template Customer

You must firs create a Template Customer in Quotations Settings before you can create a Template Quotation or Estimate.

Create a Template Customer in Setup > Settings & Defaults > Settings > Quotations > Customer to which Templates are linked > e.g. Template Customer. See image below:

Creating a Quotation Template

Follow these steps to create a Quotation Template.

Navigation

Main Menu > Customers > Quotations > New > Print Estimate

1. Create a new Quotation.
2. In Customer name, select the Customer name that has been set in Setup > Settings & Defaults > Settings > Quotations> Customer to which Templates are linked > e.g. Template Customer.

3. Work through the Quotation module as required for that Quotation, and click Save.

The Quotation is now a Template that can be used again and again for various Customers.

Creating an Estimate Template

Follow these steps to create an Estimate Template.

Navigation

Main Menu > Customers > Quotations > New > Print Estimate

1. Create a new Print Estimate.
2. In Customer name, select the Customer name that has been set in Setup > Settings & Defaults > Settings > Quotations> Customer to which Templates are linked > e.g. Template Customer.

3. Work through the Estimating module as required for that Estimate, and click Save.

The Estimate is now a Template that can be used again and again for various Customers.

Creating a Quotation from a Template

Template Quotes are ideal for when you get repeatedly asked for a certain print job. Follow these steps to create a Quotation from a Template.

Navigation

Main Menu > Customers > Quotations > New > New from Template

1. Click on the New button and select New from Template. See image below:

Once you have selected New from Template, a Templates window will pop-up.

Here all the Quotation and Estimate Templates you created will be listed in the data grid.

2. Select the desired QTE Type Template and click Select.

Once you clicked Select, the Quotation window will open with all its Materials, Services and Estimates already populated.

The Customer field will be blanked out allowing you to select the desired Customer, and completing the rest of the required information. See image below:

Creating an Estimate from a Template

Template Estimates are ideal for when you get repeatedly asked for a certain print job. Follow these steps to create an Estimate from a Template.

You can create a stand-alone Estimate from a Template Estimate by clicking New in the Quotations Module and selecting New from Template. And then simply select the EPR Type Template in the Templates pop-up window, and click Select.

This will open a new Estimate created from the Template selected.

You can also create an Estimate from a Template inside of a Quotation. To do this, Follow these steps:

Navigation

Main Menu > Customers > Quotations > New > Quotation

1. Click on the Add Estimate button and select Template. See image below:

Once you selected Add Estimate > Template, the Templates window will pop-up. Now the Templates window will only be populated with EPR Type Templates.

2. Select the desired Estimate Template, and click Select.

Once you clicked Select, a Update Quotation Window will pop-up. This allows you to Update all the Prices and Parameters of the components in the Estimate. This is important especially if the Template Estimate has been created a long time ago and the parameters and prices has been altered in the time passed.

3. Click Update.

Once you clicked Update, all the available parameters in the Estimate will be updated,

4. When the update is complete, click Close.

Once you closed the Update Quotation window, you'll see the newly created Estimate in the Quote. See images below:

Watch this short video on how to set-up and use Templates:

Find more about creating Quotations and Estimates here.