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How to set default quote items

Default Quote Items are items automatically added to every quote created — whether it starts from a blank quote or a quote template. Use this to mandate items that must appear on every campaign, like an admin fee or a title search.

Step-by-Step Instructions

  1. Go to Agency Admin > Quote Templates.

  2. Open the Default Quote Items panel at the bottom right of the page.

  3. Click Add Item.

  4. Enter the item name.

  5. Enter the amount, and choose whether it's a fixed rate or a percentage.

  6. Choose whether the item is Locked (required on every quote) or Can Toggle (can be removed on individual quotes).

The item automatically appears on every new quote — whether an agent starts from scratch or from a quote template.

Important

The percentage option calculates against the total of all other items on the quote, not a fixed base amount.

Troubleshooting & Edge Cases

  • Why is a Default Quote Item showing on every quote and I can't remove it? It's set to Locked. Only items set to ‘Can Toggle’ can be removed on individual quotes. If you need a locked item removed or changed, your Office Admin can update Default Quote Item settings for your account.

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