Build from Pricing Templates

introduction the primary objective of pricing templates is to minimize the need for manual data entry during the quotation creation process utilizing pricing templates is the quickest method for creating a quotation, whether with or without pre defined values conditions there must be an existing quotation that can be accessed from the sales dashboard to learn how to create a quotation, click here there must be an existing pricing template with or without values to learn how to create pricing templates with values, click here to learn how to create pricing templates without values, click here you must attach the terms and conditions before saving the quotation guided steps what i learned when using pricing templates to build quotations, you only need to update the option, unit cost, and unit sale columns to utilize a pricing template, simply select it and drag & drop it into the buying rates grid in the case of internal charges, ensure that the unit cost is zero this will indicate that the charge is for internal purposes only, and it will be included in the quotation but not passed on as a cost to the customer during the booking process