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Quote Templates

Templated quotes give you a quick and easy way to create quotes that are common or regular without the need to start from scratch every time.  

A templated quote can hold key information like the description as well as additional data, for example:

  • Time - Useful if you know the typical time it will take for the work.
  • Price List Items - Allows you to include commonly used items.
  • Kits - Allows you to include bundles.
  • Miscellaneous Items - You can also include any other item you want that you regularly charge for.
  • Sections - Great for breaking down your work.
  • Document attachments - Useful for attachment Terms and Conditions or other documents you always need for the job.
Note: When you create a quote from a template, the amounts on the quote will update to match whatever pricing level and tax you are using for that quote and customer.

 

Contents

How to create a Quote Template

How to create Quotes from Quote Templates

 

Creating a Quote Template from scratch 

Click on Quotes > New Quote Template.

Within the Quote Template Name field, provide a name which makes the template easy to identify.

Note: Quote Template names must be unique

 

The following fields are completely optional. Information entered into these fields will populate over to the corresponding fields on the Quote created from the Template.

Description: The Description field will be populated over to the Quote Description exactly as it’s formatted within the template.

Add Line Item: To add labour or material line items to the Template, click the Add Line Item button.

 

The following four options are presented when adding a line item: 

  • Time – use this option to add a Labour component to your Template.
  • Price List Item – use this option to add default Price List Items to your Template. For more information on creating Price List Items, please see here.
Note: If you'd like to create a new Price List Item within the Template, click the + icon (right hand side of Item Code search field).
  • Kit – use this option to add Kits to your Template. Kits are pre-assembled items which could be made up of labour, materials and other miscellaneous costs. For more information on setting up and configuring Kits, please see here.
  • Miscellaneous – use this option to add stand-alone line items to your Template. Miscellaneous items are typically used as one off items that are specific to this quote and/or Job. They won’t be saved as a default item for future use.

 

 

Notes: For more information on adding notes and attachments, please see here. 

Once you’ve added all the necessary details to your Template, click the Save button to create your Template.

 

 

Turning an existing Quote into a Template

Tradify also has the ability to turn existing Quotes into Templates. This may be useful if you’ve previously created a quote which is likely to be re-used again in future for similar types of work. 

Important Note:
Notes & attachments do not carry over to the Template. These will need to be re-applied to the Template once it's been created. All other details will be copied over.

 

Click on Quotes > Open the relevant Quote.

Select the Options tab, followed by Copy Quote to Template.

 

Provide a Name for your new Quote Template and select OK.

Note: Tradify won’t be able to create the Template unless it’s given a unique name. 

Note: Tradify will now take you to the Template. If you’d like to add extra details to the Template, feel free to do so now.


Once you’ve added all the necessary details to your Template, click the Save button.

 

 

Creating a Quote from a Quote Template (within Quotes)

Click on Quotes > New Quote from Template.

Using the drop down field, select the relevant Template and press Ok.

Note: If you'd like Tradify to pull through the latest pricing from your Price List Items and Billing Rates, please select "Update template with latest price list items and billing rates". 
Note: Tradify will now take you to the Template. If you’d like to add extra details to the Template, feel free to do so now.

Once you’ve added all the necessary details to your Template, click the Save button.

 

 

Creating a Quote from a Quote Template (within Customers)

Click on Customers > Quotes > New Quote from Template.

 

Using the drop down field, select the relevant Template and press Ok.

Note: If you'd like Tradify to pull through the latest pricing from your Price List Items and Billing Rates, please select "Update template with latest price list items and billing rates".
Note: Tradify will now take you to the Template. If you’d like to add extra details to the Template, feel free to do so now.

Once you’ve added all the necessary details to your Template, click the Save button.

 

 

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