Templates allow you to store pre-written responses (including images and files), which you can quickly customise before sending.

Each time you send a quote, you can load a template and then personalise it, which can save you a lot of time when quoting and means you can maintain the quality of your quotes even when you're on the go or pressed for time.

To create a template or access your existing templates, just go to Your business in the side menu and click on Quote Templates.

Once inside, just click on the button 'Add Template' in the top right hand corner. You'll then be presented with the screen below. 

Template Name - Include a title that makes sense to you. Think long term when making these titles so it doesn't become confusing!

Quote Estimate - If you charge a set price for this quote then you can add this in here, however, if you'd rather decide on a quote by quote basis you can leave this blank. The value can be overridden at any time. 

Quote Message - This is the quote itself. You can either create this as a fully ready quote or just create useful text snippets to save you time when writing out standard information and then writing the remainder of the quote from scratch. 

Insert Tags - Be smarter with your quoting and pre-populate information to automatically give your quote that personal touch! Instantly add the event organisers 'First Name', 'Event Type' and 'Event Date'. 

Or try creating a quote signature including 'Your Business Name', 'Your Website', 'Your telephone', 'Your email' etc. This will pull information from your business details which you can update any time here.

Pre-attach PDFs & Images 

You can attach PDFs (e.g. menus, package deals) to save space in your quote and give the organiser an option to download & share this information with their peers. It also helps to add images to give examples of anything you've directly mentioned in your quote. 

Once set up, your templates will be your greatest quoting assets!

Once your template has been created, you can use it at any time. Here's how: