| What | Quote templates let you save
reusable quote structures for
repeatable client work. |
|---|---|
| Why |
|
| Who |
|
| When | Use quote templates when you
create similar quotes often or
want to reuse a standard quote
structure. |
On this page
What are quote templates?
Quote templates are reusable quote structures
that can be selected when creating a new
quote. They help you start from saved quote
content instead of recreating the same quote
setup each time.
Templates are created and managed in Settings > Quotes > Custom
templates. Once a template has been
created, it can be selected from the Create from dropdown when adding a
quote.
Manage quote templates
Use the custom templates area in quote settings
to search for, create, and manage quote
templates.
- Click your profile icon and select Settings.
- Switch to the Quotes tab.
- Select Custom templates.
You can also open template management from the
add quote flow.
- Go to Finance > Quotes.
- Click Add quote.
- Open the Create from dropdown.
- Select Manage quote templates.
Quote templates
are created in Settings > Quotes >
Custom templates. The add quote
flow lets you select an existing quote
template or open template management.
Create a quote template
Create quote templates from the custom
templates area in quote settings.
- Click your profile icon and select Settings.
- Switch to the Quotes tab.
- Select Custom templates.
- Click Create a template. If no
templates exist yet, you can also click Add template from the empty
state.
- Enter the Template name.
- Choose how to create the template using Create from:
- Create from scratch
- Create from project
- Create from project template
- Create from task lists
- Select the template Currency.
- Select the Pricing model.
- Optionally apply a discount or tax.
- Choose the Default billable rate
type:
- User rate
- Role rate
- Client rate
- Optionally add notes. Notes are displayed
at the end of the quote.
- Click Continue.
The template
currency does not restrict where the
template can be used. The template works
for any currency. Amounts are not
converted; only the currency symbol
changes.
Build a quote template
After you continue from the create template
form, the template opens in a quote-style
editor. A banner identifies the item as a quote
template, and changes are saved
automatically.
Use Add line item to add the work,
expenses, or custom costs you want to reuse in
future quotes. As you build the template, the
totals area updates to show the billable
amount, cost, profit, and profit margin where
applicable.
You can also use Edit details to update
the template details, such as the pricing
model, default billable rate type, discount,
tax, or notes.
Create a quote from a template
Use this workflow when you want a new quote to
start from a saved quote template.
- Go to Finance > Quotes.
- Click Add quote.
- Select the Client for the quote.
- Open the Create from dropdown and
select Create from quote
template.
- Choose a template from Select a quote
template.
- Choose how rates should be handled.
- Set the quote's Issue date and Valid until date.
- Click Continue.
Rate options
When creating a quote from a template, use Rates should to choose how values are
applied to the new quote.
- Match fixed values from the
template: Uses the values saved on
the template.
- Use most up to date values: Refreshes rates using the current
configured values where applicable.
Currency behaviour
Quote templates work for any currency.
Amounts are not converted when a template is
reused on a quote; only the currency symbol
changes.
For example, a
value saved as 100 in a template remains
100 in the new quote. If the quote uses a
different currency, the currency symbol
changes but the value is not converted
using an exchange rate.