Step 1 – Choose a template
Click Create Quote in the Pricing & Lead Time tab
Choose the appropriate template
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.
Step 2 – Push or Pull Templates Across BOMs
If you’re quoting multiple customers (multiple BOMs) in the same project:
Click on the three vertical dots and select Push to BOM to apply the same customization done on the original BOM
💡 Tip: Use Push to BOM when you want all quote customization to be identical.
Use Pull to BOM when you want the quote customization to apply to newly added BOMs.
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 |  |
Standardize Notes in User Settings:
Admins can Lock T&Cs amongst User Settings:
Append Documents to Quotes:
Upload or drag and drop your PDF file in the order you want the attachments to appear.
Preview Quote:
Confirm quote details before creating and sharing with your customer.
