Using Quote Templates

PRO feature - Create quotes faster with templates.

What Are Quote Templates?

Pre-built quotes for services you offer repeatedly:

• Standard website build
• Logo design package
• Monthly retainer
• Consultation service

Creating a Template

1. Go to Quotes > Templates
2. Click New Template
3. Add template name
4. Add standard line items
5. Set default terms
6. Save

Using a Template

When creating a quote:

1. Click Use Template
2. Select template
3. Quote pre-filled with items
4. Customize for this client
5. Send

Template Best Practices

Name Templates Clearly

• "Basic Website - 5 Pages"
• "Logo Design - Full Package"
• "Monthly Retainer - 20 Hours"

Include All Standard Items

• All typical services
• Standard rates
• Usual delivery times
• Common terms

Keep Updated

Review templates quarterly and update:

• Rates if prices changed
• Services if offerings changed
• Terms if policies updated