GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
1 of 2

QUOTE PRESETS

Quotes can be created from multiple Quote Presets located under Admin – Templates – Quote Presets to allow for quick and easy creation of quotes.

To add a Section Type quote preset do the following.

  1. Click Add new item and select Section as the Item Type. This will add a new line and with the Type as Section.
  2. Click on the Item area and this will bring up a window where you can add a heading for the section and also details about what will be in this section.
  3. You can build a Section quote preset with quote presets or add items as you need them. Tip, add several new items that you will require to save time.

You can build Sections with Quote other Quote Presets or Headers, Items, Products, Labour, Availability chart items, or line items as required for this quote preset from Item Types on the right by click on the Type and select from a drop-down list.

Click save then save again.

Repeat this process for all the required Quote Presets that you wish to create sections for.

You can also make quote presets for all item types.