Help / Quoting and closing

Saving proposal templates

The jobs you quote the same way every time, saved as one tap.

Some jobs you quote the same way every time: the standard pool package, the re-plaster, the pump-and-filter swap. Save the bundle as a template and pull the whole thing in one tap.

What a template is

A saved set of categories, subcategories, and line items, with their flags and typical quantities, under one name. It is built from your price book, so a template is only as good as the book behind it.

Saving one

Build a proposal the way you would send it, the right items, the right Included, Optional, and Upgrade flags, the typical quantities. Save it as a template with a plain name your future self will recognize. Standard Gunite Package. Filter Swap.

Using one

On a new proposal, pull the template in and it drops the bundle onto the page. Adjust quantities to the site, flip options, edit prices for this one job. The template is the skeleton. You fit it to the yard in front of you.

Forking variants

Need a Premium version of the Standard package? Fork it. A fork copies the template into a new one you edit without touching the original, so changing one never breaks the other.

When to template, and how to keep it honest

The third time you rebuild the same bundle by hand, save it. Do not template a one-off you will never quote again. And edit every quantity and price per job to what you measured and what materials cost this month. A stale template looks authoritative while being wrong, which is worse than no template at all. Pull it, fit it, send it. From there it follows the same path as any proposal: Building your first proposal and The work pipeline.