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Step-by-Step > Create a Price Quote from a 'Template'

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If you deliver regular types of work for clients, e.g. website builds, you can create a price quote template to use over and over again without having to create it from scratch each time.


A price quote can be created by copying a quote template.

  • In the jobs list > select the job

  • Click on the price icon

  • Click create new button

  • Copy from: template

  • Click ok

  • Select the template

  • Choose your copy options

  • Add any additional configurations

  • Click ok

  • The template will then be copied into price quote


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