1. Create Quote

Click Create Quote in the Pricing & Lead Time tab.
Choose the appropriate template from the dropdown.
- You'll see your new template in the dropdown (e.g. "branch name Template")
Pinned fields will appear at the top for quick access.
- Click the pin icons to focus only on editable fields.
- Click the three dots to view all fields and toggle sections on/off.

Tip: If multiple templates are available for your branch, all of them will appear in the dropdown.

2. Push or Pull Across BOM Templates

If you're quoting multiple customers (multiple BOMs) in the same project:

Click the three vertical dots on your BOM.
Select an option:
- A. Push to BOM — applies your current template customization to other BOMs.
- B. Pull from BOM — pulls customization from another BOM into the current one.

Tip: Use Push to BOM when you want all BOMs to match your original setup. Use Pull to BOM when you want to apply settings to a newly added BOM.

Customize Screen Details:

Product Section Details	Purpose	Preview
Lead time	To display lead time
Unit Price	To display itemized unit price If you are looking to do a lot pricing quote, toggle this off.
Extended Price	To display the unit price x quantity If you are looking to do a lot price quote, toggle this off
Section Subtotal	Section subtotal will only be displayed including the lot prices
Datasheet Hyperlinks	The model number becomes hyperlinks to the datasheet

Lot & Financial Breakouts	Purpose	Preview
Lot Breakout	A section that summarizes the total lot amount
Service Breakout	A section that lists the service name and total
Taxes Breakout	A section that displays the tax rate and total
Freight Breakout	A section that displayed the freight total