Accessing Quote Templates
Go to Settings > Quote Settings.
Scroll down to Quote Templates.
Click Add New to create a new template.
Creating a Quote Template
Step 1: Add Basic Information
Name & Description – Enter a name and description for the template.
ABN # – Enter your company ABN.
Logo – Click Change Logo to upload your company logo.
GST Checkbox – If you want the exported quote to show totals including GST, tick the checkbox at the bottom left.
Step 2: Configure Text Sections
Client Reference – This automatically pulls from the Job short description.
Assumptions & Qualifications – Add extra details about the works.
Inclusions & Exclusions – List what’s included or excluded in the scope.
Step 3: Manage Quote Item Groups
Default groups include Mobilisation, Maintenance, and Consumable.
Add New Groups – Click Add Item Group.
Edit Group Headings – Simply rename and click Save.
Delete Groups – Click the Bin icon.
Mandatory Line Items – Use Add More under the group heading to add items that appear by default. These can be removed later in the job if not needed.
💡 Handy Hint:
Consumable allows free text descriptions.
Mobilisation and Maintenance offer drop-down that can be pre-populated with your charge-out rates.
💡 Handy Hint:
Consumable allows free text descriptions.
Mobilisation and Maintenance offer dropdowns that can be pre-populated with your charge-out rates.
As part of onboarding, we can assist you with a bulk upload of your rates through Settings > Data Import. If you’d prefer to add your rates individually as a one-off, click here to learn how.
Step 5: Footer & Terms
Footer – Add a footer that will display on each page of the quote.
Terms & Conditions – Add your standard terms to appear at the end of the quote.
Step 6: Save Your Template
Once all details are complete, click Save.
Your Quote Template is now ready to use and export to your clients.
Editing or Deleting a Quote Template
Edit – Click the Edit icon beside the template you want to update.
Delete – Click the Delete icon beside the template you want to remove.
✅ You’ve now created or edited your Quote Template. This ensures consistency and professionalism across all client quotes.
Click here if you want to learn more about updating your quotation for list.