To edit a quote template, follow the steps below.
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.
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.
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