Quote Templates

Overview

You can create new quotes in Core CRM either from scratch or from existing quote templates. If your company deals with certain types of offerings to certain types of clients, you can expedite generating the quotes by using templates. With templates, you can get off to a quick start on reaching out to your prospects. After creating standard templates, you can then create new quotes from them easily and quickly.

You must create different quote templates containing general or common data that you want to copy to similar new quotes. For example, you can create a generic quote and save it as a template. When you are dealing with prospects, you can base the quote on this existing template and save time entering all the common properties from scratch. You can edit the templates, if required.

Basic Tasks

Create Quote Templates

Edit Quote Templates

Advanced Tasks

Add Documents

Show/Hide Columns in Grid

Apply Filters

Create Quote Templates

You can create a new quote from scratch containing general or common data that you want to copy to similar new quotes and then save it as a template. You can also save an existing quote as a template. This can be done from the Quotes screen.

To create a quote template:

    1. Open the Quotes screen from the side menu > CRM > Quotes.


    2. In the list view, select a quote on the grid that you want to convert into a template and click   to select Save as Template.

    3. On the Save Quote as Template dialog, enter the required information:

      • Name

      • Description

    4. Click Save as Template. The quote gets saved as a template and can be reused to create more quotes.

    5. You can then click More > Quote Templates to go to that screen and add details to the new template such as services, expenses, documents, etc.

Edit Quote Templates

You can view and edit your quote templates in Core. Core allows you to copy existing service and expense line items from the budgets or estimates into the quote template details.

To do so:

    1. Open the Quotes screen from the side menu > CRM > Quotes.
    1. In the list view, click More > Quote Templates on the action bar.
    2. On the Quote Templates screen, select a template on the grid and click to select View Details.
    3. In the detail view, go to the Summary tab and view its details.

    4. To add or edit the service or expense line items, go to the Details > Services (or Expenses) tab.


    5. You can add more items by clicking Add and entering the information in the top row of the grid.
      • Service: Activity item representing the service line of the quote. You can also choose a group of activities here.
      • Hours: Hours proposed for the selected service item.
      • Cost Rate: Percentage value representing the cost to your company for per hour of work done by employees on a service. The rates brought into the quote follow the rate hierarchy in Core. The cost rate is not available in the Proposal Builder when inserting a quote in the proposal.
      • Bill Rate: Per hour bill rate proposed for the service item. The rates brought into the quote follow the rate hierarchy in Core.
      • Tax 1/2/3: You can assign up to three taxes per service item. Core sums them up to calculate the bill amount for the service item.
      • Amount: Total bill amount quoted for the service item. It is calculated as:
        (Hours x Bill Rate) x (1 + Tax 1 + Tax 2 + Tax 3)
    6. Click Done. After saving, you can click Detail to view or edit details of each line item of the quote.
    7. On the Edit Quote Line > General tab, view or edit the details.
    8. Click Save & Done.

Note: You can use More > Copy from Budget or Copy from Estimate instead to copy existing service and expense line items from a budget or estimate into the quote template details.

 

Add Documents

To add a document to a quote template:

  1. Open the Quotes screen from the side menu > CRM > Quotes.
  2. In the list view, click More > Quote Templates on the action bar.
  3. On the Quote Templates screen, select a template on the grid and click to select View Details.
  4. In the detail view, go to the Documents tab and click Add.


  5. On the Add Documents dialog, select the relevant tab, depending on the type of attachment .
    • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.

    • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.

    • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.

    • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.

    • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.

    • Box: To link files stored in your Box account, enter its Description and then browse for it.

    • Resource Library: To link company resources, select the resource from the library.

  6. Click Add.

  • Core pre-fills some of the information about the attached documents in the grid.

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

    1. Open the Quotes screen from the side menu > CRM > Quotes.
    2. In the list view, click More > Quote Templates on the action bar.

    3. On the Quote Templates screen, click More > Show/Hide Columns on the action bar.

    4. Select or un-select the column names in the drop-down list, say Discount .

    5. Next, click the column name you want to sort the data by, say Total.

    6. Click once for ascending order ( A-Z) and twice for descending order ( Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

    1. Open the Quotes screen from the side menu > CRM > Quotes.

    2. In the list view, click More > Quote Templates on the action bar.

    3. On the Quote Templates screen, click  on the right.


    4. On the Filters panel, select a filter from the drop-down and specify individual records or range.

    5. Click Add Filters to specify more filters.

    6. When you have finished, click Apply Filter. You can see selective data now.

    7. In the list view, you can remove the individual filters by clicking  on each. To disable applied filters temporarily or remove all filters, click next to the Filters icon and select Disable Filters or Clear All, respectively.

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