Quote Details Templates
Editing Your Quote Details Template:
- Open any quote on your Projects page. Ensure there is a quote present within the report.
- Click Open for Editing.
- Click on the Quote Details page.
- Choose a sample template as a starting point.
- 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.
- Click the Add Item to create a new line item.
- Start typing your item in the box. 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.
- Once you have completed your Quote Details template click Save template.
Updated 12 months ago