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Quote Templates

Updated

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in BQE CORE.

You can create new quotes in BQE 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.

How To

Create Quote Templates

Edit Quote Templates

Add Documents

Show/Hide Columns in Grid

Apply Filters

Mark Screen as Favorite

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 > Settings > CRM.

    create quote templates new.png

  2. In the list view, select a quote on the grid that you want to convert into a template and click filter_icon.png 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 (or Settings > CRM) 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 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 > Settings > CRM.
  2. In the list view, click More > Quote Templates on the action bar. Alternatively, you can go to Settings > CRM.
  3. Select the quote templates on the grid that you want to delete and click Actions > Delete. Alternatively, you can use the row-action menu to delete them individually.
  4. On the Quote Templates screen, select a template on the grid and click filter_icon.png to select View Details.
  5. In the detail view, go to the Summary tab and view its details.

    quote_templates_edit.png

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

    quote_templates_edit2.png

  7. You can add more items by clicking Add and entering the information in the top row of the grid.
    • Service
    • Hours
    • Cost Rate
    • Bill Rate
    • Tax 1/2/3
    • Amount
  8. Click Done. After saving, you can click Detail to view or edit details of each line item of the quote.
  9. On the Edit Quote Template Service/Expense Line > General tab, view or edit the details.
  10. Click Save & Done. Check Quotes for details.

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 > Settings > CRM.
  2. In the list view, click More > Quote Templates on the action bar. Alternatively, you can go to Settings > CRM.
  3. On the Quote Templates screen, select a template on the grid and click filter_icon.png to select View Details.
  4. In the detail view, go to the Documents tab and click Add.

    quote_templates_documents.png
  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. You can also check the detailed video on managing documents in CORE.

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 > Settings > CRM.
  2. In the list view, click More > Quote Templates on the action bar. Alternatively, you can go to Settings > CRM.
  3. On the Quote Templates screen, click More > Show/Hide Columns on the action bar.

    quote templates columns.png

  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).

You can also check the detailed video on navigation and customizing grids in CORE.

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 > Settings > CRM.
  2. In the list view, click More > Quote Templates on the action bar. Alternatively, you can go to Settings > CRM.
  3. On the Quote Templates screen, click filters-01.png on the right.

    quote templates filters.png

  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 remove-01.png on each. To disable applied filters temporarily or remove all filters, click filter_icon.png next to the Filters icon and select Disable Filters or Clear All, respectively.

You can also check the detailed video on applying filters in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the Quote Templates  screen from the side menu > Settings > CRM.

    Mark as Favourite - Quote Templates.jpg

  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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