Templates can save you a lot of time when quoting. This means you can maintain the quality of your quotes even when you're on the go or pressed for time.

To access your templates, just go to your 'Services' on the top nav bar and click on 'Templates'.

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

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

Template Cost - 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. 

Template Body - 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'. 

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. 

Template Categories

Make your template available each time your quote on a request, or only for specific services you offer. This can greatly help if you decide to make 10+ templates and don't wish to see all of them each time you quote. 

Once done, just click 'Save'. 

Your template will now display in your templates and will be accessible each time you quote!

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