Creating a Quote Using a Service Template

This article will guide you through the process of creating a quote using a service template.

Step 1:

Navigate to Quotes.

Step 2:

Select Create Quote.

Step 3:

Enter the Customer, Sales Rep, and other necessary information.

Step 4:

Click Begin Quote.

Step 5:

Import your template by clicking on Import Template. Type in your quote and service template.

Step 6:

To replace a product in the template, click the Replace Product icon.

Step 7:

Find the product you want to change to and click Change Material.

Step 8:

Repeat this process for as many products as you need to change.

Step 9:

Verify your labor pricing.

Step 10:

Update your square footage.

Step 11:

Add any additional items, such as a freight fee.

Step 12:

If you need to add additional material to this order, do so by clicking on the Add Material button.

Step 13:

Switch between inventory and non-inventory products as needed.

Step 14:

Click on Add Materials and save the quote.

Step 15:

Review the quote to ensure it meets your expectations.

Step 16:

When you're ready to send, click on Quote Actions, then select Email or SMS to send to the customer.

Step 17:

If you'd like, send a customized email with a special message.