Make a template from an existing quote

Quote templates make it super-quick to cost the work you do most often. Set up a quote template with all the work items, costs, and descriptions you need, then just re-use it again and again.

Templates can also be used to set up multiple sets of notes and terms so that you no longer have to edit your standard template every time you sent a quote to your regular clients 

Making a template from an already existing quote is simple, follow these three easy steps:

1. Find the quote you would like to make into a template and click to view

2. Head to actions in the top right and select save as template

3. Create a name for your template and save

Boom! Job done

Bonus info

A small green pop up box will show in the bottom right of your screen once the template is saved.  Clicking on this will take you to the manage quote templates screen.  Alternatively you can carry on with your work and return to the template later.