How to start a quote from a proposal template
How to start a quote from a proposal template. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Press New quote in Quotes.
- Under Proposal template, choose a template. If one is marked as the default, it is already chosen; pick No template to start empty.
- Choose the customer and fill in the quote as usual. The rate basis, billing timing, minimum hire, rental periods and valid-until date are filled in from the template, and you can change them.
- Press Save quote. The template text is copied into the quote with the customer, job, site, quote number, dates and total filled in, and any kits or fixed lines of the template are added to the lines.
Tip
You can then edit every section under Proposal text on the quote form. If you type something in a section before saving, that section keeps what you typed. If your customer prefers Spanish and the template has a Spanish version, the Spanish version is used automatically.