If you often sell the same products or services, you can save a lot of time by creating custom quotation templates. By using a template you can send a complete quotation in no time.

Configuration

For this feature to work, go to Sales ‣ Configuration ‣ Settings and activate Quotations Templates.

Create your first template

You will find the templates menu under Sales ‣ Configuration.

You can then create or edit an existing one. Once named, you will be able to select the product(s) and their quantity as well as the expiration time for the quotation.

On each template, you can also specify discounts if the option is activated in the Sales settings. The base price is set in the product configuration and can be alterated by customer pricelists.

Use a quotation template

When creating a quotation, you can select a template.

Each product in that template will be added to your quotation.

Tip

You can select a template to be suggested by default in the Sales settings.

Confirm the quotation

Templates also ease the confirmation process for customers with a digital signature or online payment. You can select that in the template itself.

Every quotation will now have this setting added to it.

Of course you can still change it and make it specific for each quotation.