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

QUOTE TEMPLATES

To edit a quote template, follow the steps below.

  1. Select the Admin group, and then click on the Templates / Quote Template link.
  2. You will see a couple of templates in here. You can have as many different templates as you like, and when you go to print a quote you can select which template you would like the quote to be drawn using.
  3. Click on the little pencil icon for this record, to edit it.
  4.  You will now have an editing window that will allow you to change the template around the way you like.
    If you know HTML you can click on the little HTML icon, which will then allow you to edit the template at a lower-level than the WYSIWYG editor that we normally use.
  5. NOTE: If you do not want to see lines with 0 values please uncheck the “Show lines with zero quantity.”
  6. You can select which items of a quote will be printed by selecting from the Show drop-down. With nothing selected, everything will be included in the printout. As soon as you select an item or more, only those will be included in the printout.
  7. Once you are happy with the new look, press “Save” and the template will be saved and ready for use.

Tip: It’s normally a good idea to have two windows open, one with a test quote, and the other one editing the template. You can then make changes to the template, and press “print” on the quote, allowing you to see what the quote will look like when it is printed.

Quote Defaults

You can customize your quote Introduction and notes for this template allowing time-saving and correct terminology to be present at all times in your quotes.  
First impressions matter the most so spend time in getting these templates correct.

Adding Template Variables to a Quote Template

You can add a number of template variables to a quote template and create as many case specific quote templates as you require. You can find a range of template variables here.

These variables can be added to your quote template types as you edit the quote template as shown below. Note: These variables can be used in all template types (Generic, Corro, Notice, Invoice & Quote Templates)

As an example, let’s say that you would add the ‘Job Spec details’ and your email signature to your quote template.

You would copy the {$JobSpecDetails} & the {$EmailSignature} template variables and paste them where you would like it to be located within you quote template. Click Save when you have added the placeholders that you require to the template.

When you go to print a quote to PDF by selecting the print icon  as shown below. You will find that these two fields have been added to your quote. These fields will always populate moving forwards as they have been saved into you quote template.

 

Example of Quote Template Print to PDF