Saved Quotes – Getting Started

Saved Quotes (previously called Templates) are collections of Saved Items (Price Items and Text Items). They'll save you lots of time when creating new Quotes and they'll help to maintain consistency by having your ideal Quote all laid out.

All Team Members can use Saved Quotes to create new Quotes, but only Administrators can manage Saved Quotes.

Create a new Saved Quote

To create a Saved Quote from scratch, go to Saved Content, select the Saved Quotes tab and hit 'New Saved Quote' (top right).

When editing a Saved Quote you can:

  • Create new Saved Items on the fly (these become 'linked' Saved Items once saved).
  • Lookup existing Saved Items and add them to the Saved Quotes.
  • Apply an overall Quote discount.
  • Change a few defaults for a Quote, such as currency and amounts entered.
  • Copy a Saved Quote, into a new Saved Quote.

Copy an existing Quote to a Saved Quote

A great way to create a Saved Quote is to start with a copy of a battle-tested existing Quote:

  1. Open the Quote you wish to create a Saved Quote from.
  2. Hit ‘Actions’ (top right) and select ‘Copy to Saved Quote’.
  3. Hit ‘Save’.

Your Saved Quote will now be saved to Saved Content, and your Saved Items will be saved into the Price Items and Text Items sections. This means you'll also have these Saved Items at your fingertips via autocomplete when adding new Items to a new Quote.

An important thing to note: When copying to a Saved Quote, 'Item Code' wins. If an existing Saved Item is found with a matching Item Code, then the existing Saved Item will be used (Item Codes are a unique identifier, so we can't create two slightly different Saved Items with the same Item Code).

Saved Items – are linked to Saved Quotes

The beauty of Saved Quotes is that all Saved Items are linked Items. If you make changes to a Saved Item, those changes will be reflected on all Saved Quotes where that Saved Item appears, e.g. if you need to make changes to your payment terms, and it's the same Text Item that's used on five Saved Quotes, you'll only need to change the one Saved Item and you're done.

If you'd rather not update an existing Saved Item, you also have the option to edit a Saved Item as a copy, via the ‘Copy and Edit as New’ option. This copies it to a new Saved Item, and won’t affect any other Saved Quotes where the original Saved Item appears. To do this, just hit 'Edit Saved Item', and select 'Copy and Edit as New', then 'Save'.

Copy and Edit as New

To edit any existing Price Item or Text Item on a Saved Quotes, just hit 'Edit Saved Item'.

Also, see Editing Price Items.

Set a default

Your default Saved Quote will be marked with a star icon and bumped to the top of the list of Saved Quotes, ready to create a Quote from anytime you hit the 'New Quote' button.

To set a default Saved Quote for new Quotes:

  1. Find the Saved Quote you want as the default and edit it.
  2. Hit ‘Actions’ (top right) and select ‘Make default’.

Create a new Quote from a Saved Quote

From the Dashboard, select one of your Saved Quotes from the drop-down.

Everything is all laid out - Price Items, Text Items and Options. Add a Contact, populate any Smart Tags and continue to send the Quote as you normally would – it's that simple!