Document templates provide a convenient way to save documents for use as templates when generating new documents. Utilizing templates is an effective method to save time, maintain consistency in your quotes, and reduce the risk of errors associated with creating quotes from scratch. If you frequently create similar quotes, you can streamline the process by creating a template for a specific type of quote.
To create a template, navigate to the File → Save as Template menu option. Once a template is created, it will be accessible under the templates tab of the File → New menu.
Why create a Template versus using a Bundle?
A bundle in QuoteWerks refers to a grouping of items or services that are frequently sold together. It allows users to pre-define a set of products, services, or configurations that are commonly bundled and sold as a package. When using a bundle, the current price of the product is automatically used. Additionally, comment lines can be bundled, but you will need to create part numbers in your product database for them.
A template is a pre-defined structure or format for a quote or proposal. Using templates can save time and ensure consistency across quotes, as users can start with a predefined structure and customize it as needed.
When retrieving a template, the current product prices are not automatically used (unless you select the “Refresh item prices” checkbox).
In addition to the line-item information, all other aspects of the document are also saved in the template. This includes Sold To/Ship To information (typically left blank in the template unless the template is for a specific company), Terms, Contract Dates, Custom Fields, Notes, etc.
Templates can also be used as the starting document in QuoteWerks when a new quote is being created. An example of how to use this would be to create a template with pre-defined header lines, comments, and products already on the template with a zero quantity. The sales rep can then change the quantity to the correct amount for each item and then use the “Remove Zero Quantity Line Item” small toolbar button, and the quote will be ready to go after the contact is selected.
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