How to Use Quote Templates
How to Use Quote Templates Step-by-step guide to create, manage, and use quote templates to speed up quote creation What This Feature Does Quote templates allow you to create reusable quote structures with pre-defined line items for common project types. Templates save time by eliminating the need to recreate the same quote structure repeatedly. You can create templates from scratch or convert existing quotes into templates.
Initial Setup First-Time Template Creation Navigate to "Quotes" by clicking "Quotes" in the left sidebar Click the "Templates" tab at the top of the quotes page Click "New Template" button to create your first template Planning Your Templates Before creating templates, consider what project types you quote frequently:
Standard renovation types (kitchens, bathrooms, whole-house) Trade-specific quotes (electrical, plumbing, HVAC) Project size categories (small, medium, large projects) Common maintenance or repair packages Day-to-Day Usage How to Create a Template from Scratch Go to "Quotes" in the left sidebar Click the "Templates" tab Click "New Template" button Fill in template details:Template Name : Enter a descriptive name (e.g., "Standard Kitchen Renovation")Description : Add notes about when to use this template (optional) Add line items by clicking "Add Line Item":Item Type : Select Material, Role (Labor), Equipment, Other, Text, Schedule of Rates, or ActivityCode : Enter a cost code reference if applicableDescription : Enter description (e.g., "Kitchen cabinetry - base units")Quantity : Enter typical quantity (will be adjusted per quote)Unit : Enter unit of measureUnit Price : Enter standard price per unitMargin % : Set margin percentage Add all standard line items for this project type Reorder items using drag-and-drop if needed Click "Save Template" Your template is now available for creating new quotes How to Create a Quote from a Template Method 1: From Create Quote Button
Go to "Quotes" in the left sidebar Click the dropdown arrow (▼) next to "Create Quote" button Select "From Template" from the dropdown menu A template selector dialog opens showing all available templates Select the template you want to use (e.g., "Standard Kitchen Renovation") Click "Add to Quote" or the template is automatically selected You are navigated to the quote creation form with:All template line items pre-populated Template name and description loaded (you can change the quote name) Empty fields for client, project, contact, and dates Fill in quote-specific information:Quote Name : Enter or modify the quote nameClient : Select the clientProject : Optionally select a projectPrimary Contact : Select the contactQuote Date : Enter quote dateValid Until : Set expiration dateTax Jurisdiction : Select appropriate jurisdictionDefault Margin % : Adjust if needed Customize line items for this specific quote:Update quantities based on project requirements Adjust unit prices if rates differ Add additional items not in template Remove items not needed for this quote
Review calculations (subtotal, tax, total)
Click "Create Quote" or "Save as Draft" Method 2: From Templates Tab
Go to "Quotes" → "Templates" tab Find the template you want to use Click the actions menu (three dots) on the template row Select "Convert to Quote" Follow steps 7-11 from Method 1 above
How to Edit a Template Go to "Quotes" in the left sidebar Click the "Templates" tab Find the template you want to edit Click on the template or click "Edit" action Make your changes:Update template name or description Add, edit, or remove line items Reorder line items using drag-and-drop Adjust prices, quantities, or margins Click "Save Template" Note : Changes to templates don't affect existing quotes created from the template
How to Duplicate a Template Go to "Quotes" → "Templates" tab Find the template you want to duplicate Click "Duplicate" or "Copy Template" action A new template form opens with all line items copied Enter a new Template Name (e.g., "Kitchen Renovation - Premium") Make adjustments to create a variation:Modify line items Add premium options Adjust quantities or prices Click "Save Template" You now have two similar templates for different scenarios
How to Delete a Template Go to "Quotes" → "Templates" tab Find the template you want to delete Click "Delete" action Confirm deletion in the dialog Warning : This action cannot be undone. The template and all its line items will be permanently removed.Note : Deleting a template does not affect quotes that were created from it
Common Tasks
Creating a Standard Renovation Template Create a new template named "Standard Bathroom Renovation" Add line items by category:Demolition : Remove existing fixtures, tiles, etc.Plumbing : New fixtures, pipes, connectionsElectrical : New outlets, lighting, switchesTiling : Floor and wall tilesCabinetry : Vanity, storageFixtures : Toilet, sink, showerLabor : Trade hours for each category Set typical quantities and standard prices Include text items for notes (e.g., "All work to current building codes") Save template for reuse
Creating Trade-Specific Templates Create a template for "Electrical Work - Residential" Add standard electrical line items:Outlet installation Light fixture installation Switch installation Panel work Wiring runs Set standard labor hours and rates Include materials (wire, boxes, fixtures) Create similar templates for plumbing, HVAC, etc.
Creating Templates from Approved Quotes Find a successful quote that represents a standard project type Convert the quote to a template Clean up the template:Remove project-specific items Standardize quantities to typical amounts Update descriptions to be more generic Ensure all line items are relevant for future use Save as a reusable template Use this template for similar future projects
Maintaining Template Libraries Organize templates by project type:Renovation templates New construction templates Maintenance/repair templates Use clear, descriptive names:"Kitchen Renovation - Standard" "Kitchen Renovation - Premium" "Whole House Renovation" Review templates periodically:Update prices to reflect current rates Add new items as services evolve Remove obsolete items
Common Tasks for Construction Teams
Building a Comprehensive Template Library Start with your most common project types Create templates for each trade:Electrical work templates Plumbing work templates HVAC templates General construction templates Create combined templates:Full renovation templates Multi-trade project templates Test templates by creating quotes from them Refine templates based on usage feedback
Using Templates with Work Assemblies Create templates that include work assemblies:Add placeholders for "Electrical Assembly" Add placeholders for "Plumbing Assembly" When creating a quote from template:Replace placeholders with actual work assemblies Enter units for each assembly Templates provide structure, assemblies provide detail This combines template speed with assembly flexibility
Customizing Templates for Different Clients Use base templates for structure Create client-specific variations:Save as new template with client name Adjust pricing or items as needed Maintain separate templates for preferred clients Or customize during quote creation:Start with standard template Adjust prices, quantities, or items per client Quote remains independent of template
Troubleshooting
If templates aren't appearing in the list Check that you're on the "Templates" tab Verify you have permission to view templates Refresh the page Check that templates haven't been deleted
If template line items aren't loading Verify the template has saved line items Try refreshing the page Check that you selected the correct template Contact support if template data appears corrupted
If you can't edit a template Verify you have permission to edit templates Check that the template exists and isn't deleted Try refreshing and editing again Contact your team administrator if permissions seem incorrect
If quotes created from templates have incorrect data Templates create independent copies, so quote changes don't affect templates Verify you selected the correct template Check that template line items were correct before quote creation Review the quote after creation to ensure all items copied correctly
This is expected behavior - templates exclude client-specific data Client names, contacts, and dates are removed to make templates reusable Only quote structure (line items) is converted Manually add back any standard items that were removed
Tips for Construction Teams Name templates clearly to make them easy to find (e.g., "Kitchen Renovation - Standard" vs "Kitchen Renovation - Premium")Keep templates up to date by reviewing and updating prices periodicallyCreate template variations for different project scales (small, medium, large)Use templates for structure and work assemblies for detailed line itemsConvert successful quotes to templates to build your library over timeOrganize templates logically so team members can find what they need quicklyDocument template usage in descriptions to guide when to use each templateStandardize template structure across similar templates for consistencyReview template performance - if templates aren't being used, consider why and improve themTrain team members on which templates to use for different project types
What's Next After setting up templates, you may want to:
Create Work Assemblies to use within templates Learn about Creating Quotes from templates Build a comprehensive template library for your project types Link templates to Projects when creating quotes 
