Using Quotation Templates

[What are templates?]

Pre-set line items, quantities, and unit prices that can be inserted into new quotes with one click.

Example: "Standard Package (consulting 20h + design 10h + implementation 30h)"

[Create a template]

[Use a template]

On the new quote screen, click "Create from Template" → select template → items auto-populate.

Adjust quantities or add/remove items as needed.

[Manage templates]

Sales → Quotation Templates: list, edit, or delete templates.

⚠ Template prices are not auto-updated. Update templates when prices change.

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Add customers to the master record and link deals, quotes, and orders to them.

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

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Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

Creating and Sending Quotations

Create a quotation for a customer, export it as PDF, and send it.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

Using Shift Templates

Save recurring shift patterns as templates to generate schedules with one click.

Copying and Duplicating Shift Templates

How to copy previous shift schedules to speed up shift creation.

Creating Document Templates

How admins create document templates for distribution and collection.