Saving a Template
If you quote similar work regularly, save a quote as a template. The template stores your groups, line items and settings so you do not have to rebuild them each time.
Loading a Template
When creating a new quote, load a saved template to pre-fill the groups and line items, then adjust the details for the specific customer.
Keeping Templates Tidy
Review your templates periodically so they reflect current pricing. Because catalogue items keep their own prices, updating an item in the catalogue keeps future quotes accurate.