Quote Details Templates

Editing Your Quote Details Template:

  1. Open any quote on your Projects page. Ensure there is a quote present within the report.
  2. Click Open for Editing.
  3. Click on the Quote Details page.
  4. Choose a sample template as a starting point.
  5. You will see multiple tabs at the top of the quote page. Each of these tabs is a separate quote.

You will notice several line items below. These are the quote line items visible to your customer.

PRO TIP!

This feature is great for offering Good/Better/Best options or multiple quotes for Roofing/Siding/Windows, for example.

  • These are the items that you are generated from your price list.
  1. Click the Add Item to create a new line item.
  2. Start typing your item in the box.
  3. If the item you are looking for shows up in the dropdown, select it to link it to your price list item.
  • If the item already exists in your price list, it will show up in the dropdown menu.
  • If the item does not exist in your price list, you can type it out and it will save to this template.
  1. Once you have completed your Quote Details template click Save template.

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