SlideShare une entreprise Scribd logo

A Guide to Using Quote Templates in ProWorkflow

•Télécharger en tant que PPTX, PDF•
•
ProActive Software
ProActive Software

This is a short presentation explaining how to use Quote Templates in ProWorkflow. For more details or support please see www.proworkflow.com.

BusinessTechnologie
1  sur  13
A Guide to Using Quote Templates These slides are available on our blog www.proworkflowblog.com
Quote Templates Guide > Overview What can you do with Quote Templates? Create templates that contain settings such as tax rates, payment terms and custom logos. Create templates containing items that you often or always include in a quote.
Quote Templates Guide > Overview When could you use Quote Templates? Create templates for your main customers. Create templates with tax settings for different countries or states. Create templates for similar work you carry out frequently.
Quote Templates Guide > Step 1 – Open Quotes Manager Click QUOTES Manager, then click Quotes Templates.
Quote Templates Guide > Step2 – Create a New Template Click CREATE TEMPLATE
Quote Templates Guide > Step3 – Name the Template Enter a Template Name and Display Order then click CONTINUE
Quote Templates Guide > Step4 – Change Quote Settings Click on “Show Quotes Settings”, make any changes then click UPDATE.
Quote Templates Guide > Step5 – Enter Basic Quote Details Enter details for the Quote Template then click CONTINUE.
Quote Templates Guide > Step6 – Add items to the quote template Add Line Items and Fixed Cost Items then click CREATE TEMPLATE.
Quote Templates Guide > Step7 – Using a Quote Template Start a new quote as normal then click the “Create from Template” link.
Quote Templates Guide > Step8 – Choosing a Quote Template Select the template from the drop-down list.
Quote Templates Guide > Step9 – Make any changes as needed Carry on as you would for a normal quote, making any required changes.
That’s all folks!! These slides are available on our blog www.proworkflowblog.com

Recommandé

A Guide to Using Margins & Discounts in ProWorkflow
A Guide to Using Margins & Discounts in ProWorkflowA Guide to Using Margins & Discounts in ProWorkflow
A Guide to Using Margins & Discounts in ProWorkflowProActive Software
 
Seller app - Home
Seller app - HomeSeller app - Home
Seller app - HomePaytm
 
Quick Start Guide Full Analytics Implementation
Quick Start Guide Full Analytics ImplementationQuick Start Guide Full Analytics Implementation
Quick Start Guide Full Analytics ImplementationMatt Lillig
 
The future of 50 accounts
The future of 50 accountsThe future of 50 accounts
The future of 50 accountsDaniel Gregory
 
Payment terms in odoo
Payment terms in odooPayment terms in odoo
Payment terms in odooCeline George
 
Budget Management in Odoo 15 Accounting
Budget Management in Odoo 15 AccountingBudget Management in Odoo 15 Accounting
Budget Management in Odoo 15 AccountingCeline George
 
How to use Invoiceable
How to use InvoiceableHow to use Invoiceable
How to use Invoiceablecarloboyasia
 
How 3 Way Matching Feature Works in Odoo 15 Purchase Module
How 3 Way Matching Feature Works in Odoo 15 Purchase ModuleHow 3 Way Matching Feature Works in Odoo 15 Purchase Module
How 3 Way Matching Feature Works in Odoo 15 Purchase ModuleCeline George
 

Recommandé

A Guide to Using Margins & Discounts in ProWorkflow
A Guide to Using Margins & Discounts in ProWorkflowA Guide to Using Margins & Discounts in ProWorkflow
A Guide to Using Margins & Discounts in ProWorkflowProActive Software
 
Seller app - Home
Seller app - HomeSeller app - Home
Seller app - HomePaytm
 
Quick Start Guide Full Analytics Implementation
Quick Start Guide Full Analytics ImplementationQuick Start Guide Full Analytics Implementation
Quick Start Guide Full Analytics ImplementationMatt Lillig
 
The future of 50 accounts
The future of 50 accountsThe future of 50 accounts
The future of 50 accountsDaniel Gregory
 
Payment terms in odoo
Payment terms in odooPayment terms in odoo
Payment terms in odooCeline George
 
Budget Management in Odoo 15 Accounting
Budget Management in Odoo 15 AccountingBudget Management in Odoo 15 Accounting
Budget Management in Odoo 15 AccountingCeline George
 
How to use Invoiceable
How to use InvoiceableHow to use Invoiceable
How to use Invoiceablecarloboyasia
 
How 3 Way Matching Feature Works in Odoo 15 Purchase Module
How 3 Way Matching Feature Works in Odoo 15 Purchase ModuleHow 3 Way Matching Feature Works in Odoo 15 Purchase Module
How 3 Way Matching Feature Works in Odoo 15 Purchase ModuleCeline George
 
Proforma__Overview REVISED
Proforma__Overview REVISEDProforma__Overview REVISED
Proforma__Overview REVISEDBarbara Scheipe Reyes
 
Magento Call For Price - Demo User Guide
Magento Call For Price - Demo User GuideMagento Call For Price - Demo User Guide
Magento Call For Price - Demo User GuideMilople
 
Magento Sizing Popup by Indies
Magento Sizing Popup by IndiesMagento Sizing Popup by Indies
Magento Sizing Popup by IndiesMilople
 
Terms and Conditions in Odoo 15
Terms and Conditions in Odoo 15Terms and Conditions in Odoo 15
Terms and Conditions in Odoo 15Celine George
 
How to update currency exchange rates automatically in Odoo
How to update currency exchange rates automatically in OdooHow to update currency exchange rates automatically in Odoo
How to update currency exchange rates automatically in OdooCeline George
 
Odoo 15 CRM Tags - Odoo 15 Enterprise Edition
Odoo 15 CRM Tags - Odoo 15 Enterprise EditionOdoo 15 CRM Tags - Odoo 15 Enterprise Edition
Odoo 15 CRM Tags - Odoo 15 Enterprise EditionCeline George
 
What's New in Privy: April 2020
What's New in Privy: April 2020What's New in Privy: April 2020
What's New in Privy: April 2020Daniel J. Murphy
 
Purchase Dashboard in Odoo 15
Purchase Dashboard in Odoo 15Purchase Dashboard in Odoo 15
Purchase Dashboard in Odoo 15Celine George
 
How to Show Product Testimonials in PrestaShop? – User Guide
How to Show Product Testimonials in PrestaShop? – User GuideHow to Show Product Testimonials in PrestaShop? – User Guide
How to Show Product Testimonials in PrestaShop? – User GuideFMEModules
 
TELCRAFT Quote Sheet
TELCRAFT Quote SheetTELCRAFT Quote Sheet
TELCRAFT Quote SheetTim Pishdad
 
Quote sheet
Quote sheetQuote sheet
Quote sheetRathnaa Sekaran
 
15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website
15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website
15 Steps to Providing Quotes Utilizing Federal Business Opportunities WebsiteMark Alexander
 
Bicycle Quote Sheet
Bicycle Quote SheetBicycle Quote Sheet
Bicycle Quote SheetJoe Dittemore
 
Quote Template From Al Poster Event
Quote Template From Al Poster EventQuote Template From Al Poster Event
Quote Template From Al Poster Eventpintoma_99
 
Customer Development Template
Customer Development TemplateCustomer Development Template
Customer Development TemplateChristina Wodtke
 
Chunk Paragraph Template and Examples
Chunk Paragraph Template and ExamplesChunk Paragraph Template and Examples
Chunk Paragraph Template and Examplesjzaiden
 
Pitch Template
Pitch TemplatePitch Template
Pitch TemplateChristina Wodtke
 
Behavior-Based Safety PPT Slide Template
Behavior-Based Safety PPT Slide TemplateBehavior-Based Safety PPT Slide Template
Behavior-Based Safety PPT Slide TemplatePresentationLoad
 
Business Plan Highlights Template
Business Plan Highlights TemplateBusiness Plan Highlights Template
Business Plan Highlights Templateevansridge
 
A Guide to Using Invoice Templates in ProWorkflow
A Guide to Using Invoice Templates in ProWorkflowA Guide to Using Invoice Templates in ProWorkflow
A Guide to Using Invoice Templates in ProWorkflowProActive Software
 
Quotation Templates in Odoo 15
Quotation Templates in Odoo 15 Quotation Templates in Odoo 15
Quotation Templates in Odoo 15Celine George
 
Getting started for marketing users
Getting started for marketing usersGetting started for marketing users
Getting started for marketing usersLeadSquared
 

Contenu connexe

Tendances

Magento Call For Price - Demo User Guide
Magento Call For Price - Demo User GuideMagento Call For Price - Demo User Guide
Magento Call For Price - Demo User GuideMilople
 
Magento Sizing Popup by Indies
Magento Sizing Popup by IndiesMagento Sizing Popup by Indies
Magento Sizing Popup by IndiesMilople
 
Terms and Conditions in Odoo 15
Terms and Conditions in Odoo 15Terms and Conditions in Odoo 15
Terms and Conditions in Odoo 15Celine George
 
How to update currency exchange rates automatically in Odoo
How to update currency exchange rates automatically in OdooHow to update currency exchange rates automatically in Odoo
How to update currency exchange rates automatically in OdooCeline George
 
Odoo 15 CRM Tags - Odoo 15 Enterprise Edition
Odoo 15 CRM Tags - Odoo 15 Enterprise EditionOdoo 15 CRM Tags - Odoo 15 Enterprise Edition
Odoo 15 CRM Tags - Odoo 15 Enterprise EditionCeline George
 
What's New in Privy: April 2020
What's New in Privy: April 2020What's New in Privy: April 2020
What's New in Privy: April 2020Daniel J. Murphy
 
Purchase Dashboard in Odoo 15
Purchase Dashboard in Odoo 15Purchase Dashboard in Odoo 15
Purchase Dashboard in Odoo 15Celine George
 
How to Show Product Testimonials in PrestaShop? – User Guide
How to Show Product Testimonials in PrestaShop? – User GuideHow to Show Product Testimonials in PrestaShop? – User Guide
How to Show Product Testimonials in PrestaShop? – User GuideFMEModules
 

Tendances (9)

Proforma__Overview REVISED
Proforma__Overview REVISEDProforma__Overview REVISED
Proforma__Overview REVISED
 
Magento Call For Price - Demo User Guide
Magento Call For Price - Demo User GuideMagento Call For Price - Demo User Guide
Magento Call For Price - Demo User Guide
 
Magento Sizing Popup by Indies
Magento Sizing Popup by IndiesMagento Sizing Popup by Indies
Magento Sizing Popup by Indies
 
Terms and Conditions in Odoo 15
Terms and Conditions in Odoo 15Terms and Conditions in Odoo 15
Terms and Conditions in Odoo 15
 
How to update currency exchange rates automatically in Odoo
How to update currency exchange rates automatically in OdooHow to update currency exchange rates automatically in Odoo
How to update currency exchange rates automatically in Odoo
 
Odoo 15 CRM Tags - Odoo 15 Enterprise Edition
Odoo 15 CRM Tags - Odoo 15 Enterprise EditionOdoo 15 CRM Tags - Odoo 15 Enterprise Edition
Odoo 15 CRM Tags - Odoo 15 Enterprise Edition
 
What's New in Privy: April 2020
What's New in Privy: April 2020What's New in Privy: April 2020
What's New in Privy: April 2020
 
Purchase Dashboard in Odoo 15
Purchase Dashboard in Odoo 15Purchase Dashboard in Odoo 15
Purchase Dashboard in Odoo 15
 
How to Show Product Testimonials in PrestaShop? – User Guide
How to Show Product Testimonials in PrestaShop? – User GuideHow to Show Product Testimonials in PrestaShop? – User Guide
How to Show Product Testimonials in PrestaShop? – User Guide
 

En vedette

TELCRAFT Quote Sheet
TELCRAFT Quote SheetTELCRAFT Quote Sheet
TELCRAFT Quote SheetTim Pishdad
 
15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website
15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website
15 Steps to Providing Quotes Utilizing Federal Business Opportunities WebsiteMark Alexander
 
Quote Template From Al Poster Event
Quote Template From Al Poster EventQuote Template From Al Poster Event
Quote Template From Al Poster Eventpintoma_99
 
Customer Development Template
Customer Development TemplateCustomer Development Template
Customer Development TemplateChristina Wodtke
 
Chunk Paragraph Template and Examples
Chunk Paragraph Template and ExamplesChunk Paragraph Template and Examples
Chunk Paragraph Template and Examplesjzaiden
 
Behavior-Based Safety PPT Slide Template
Behavior-Based Safety PPT Slide TemplateBehavior-Based Safety PPT Slide Template
Behavior-Based Safety PPT Slide TemplatePresentationLoad
 
Business Plan Highlights Template
Business Plan Highlights TemplateBusiness Plan Highlights Template
Business Plan Highlights Templateevansridge
 

En vedette (10)

TELCRAFT Quote Sheet
TELCRAFT Quote SheetTELCRAFT Quote Sheet
TELCRAFT Quote Sheet
 
Quote sheet
Quote sheetQuote sheet
Quote sheet
 
15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website
15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website
15 Steps to Providing Quotes Utilizing Federal Business Opportunities Website
 
Bicycle Quote Sheet
Bicycle Quote SheetBicycle Quote Sheet
Bicycle Quote Sheet
 
Quote Template From Al Poster Event
Quote Template From Al Poster EventQuote Template From Al Poster Event
Quote Template From Al Poster Event
 
Customer Development Template
Customer Development TemplateCustomer Development Template
Customer Development Template
 
Chunk Paragraph Template and Examples
Chunk Paragraph Template and ExamplesChunk Paragraph Template and Examples
Chunk Paragraph Template and Examples
 
Pitch Template
Pitch TemplatePitch Template
Pitch Template
 
Behavior-Based Safety PPT Slide Template
Behavior-Based Safety PPT Slide TemplateBehavior-Based Safety PPT Slide Template
Behavior-Based Safety PPT Slide Template
 
Business Plan Highlights Template
Business Plan Highlights TemplateBusiness Plan Highlights Template
Business Plan Highlights Template
 

Similaire à A Guide to Using Quote Templates in ProWorkflow

A Guide to Using Invoice Templates in ProWorkflow
A Guide to Using Invoice Templates in ProWorkflowA Guide to Using Invoice Templates in ProWorkflow
A Guide to Using Invoice Templates in ProWorkflowProActive Software
 
Quotation Templates in Odoo 15
Quotation Templates in Odoo 15 Quotation Templates in Odoo 15
Quotation Templates in Odoo 15Celine George
 
Getting started for marketing users
Getting started for marketing usersGetting started for marketing users
Getting started for marketing usersLeadSquared
 
Google analytics training
Google analytics trainingGoogle analytics training
Google analytics trainingrponting569
 
The 6-Month Complete Guide to Marketing Your Store
The 6-Month Complete Guide to Marketing Your StoreThe 6-Month Complete Guide to Marketing Your Store
The 6-Month Complete Guide to Marketing Your StoreOmnistar Affiliate Software
 
Analytics Configuration Strategies that Add Value for Your Clients - David Vo...
Analytics Configuration Strategies that Add Value for Your Clients - David Vo...Analytics Configuration Strategies that Add Value for Your Clients - David Vo...
Analytics Configuration Strategies that Add Value for Your Clients - David Vo...WP Engine
 
Google analytics account setup optimization
Google analytics account setup optimization Google analytics account setup optimization
Google analytics account setup optimization DAVID RAUDALES
 
Magento SEO Hub Extension
Magento SEO Hub ExtensionMagento SEO Hub Extension
Magento SEO Hub ExtensionAppJetty
 
Know your seller panel- II
Know your seller panel- IIKnow your seller panel- II
Know your seller panel- IIPaytm
 
Plumb5 for your premise
Plumb5 for your premisePlumb5 for your premise
Plumb5 for your premiseVeer Endra
 
A/B testing integration in Google AdWords Text Ads (How to)
A/B testing integration in Google AdWords Text Ads (How to)A/B testing integration in Google AdWords Text Ads (How to)
A/B testing integration in Google AdWords Text Ads (How to)Monzurul Hasan
 
Advanced Request a Quote WooCommerce Extension Documentation
Advanced Request a Quote WooCommerce Extension DocumentationAdvanced Request a Quote WooCommerce Extension Documentation
Advanced Request a Quote WooCommerce Extension DocumentationEnvision Ecommerce
 
7 SEO tips for Prestashop Store -SHAMLA TECH Solutions
7 SEO tips for Prestashop Store -SHAMLA TECH Solutions7 SEO tips for Prestashop Store -SHAMLA TECH Solutions
7 SEO tips for Prestashop Store -SHAMLA TECH Solutionsshamlatech
 
Oracle Advance Pricing Demo
Oracle Advance Pricing DemoOracle Advance Pricing Demo
Oracle Advance Pricing Demogaurav.upmanyu
 
Clickminded Agency Growth SOP Toolkit
Clickminded Agency Growth SOP ToolkitClickminded Agency Growth SOP Toolkit
Clickminded Agency Growth SOP ToolkitClickMinded
 
Chapter 9 - Analytics
Chapter 9 - AnalyticsChapter 9 - Analytics
Chapter 9 - AnalyticsEdem Adzroe
 
Apply Discount in Sales Order Odoo 15
Apply Discount in Sales Order Odoo 15Apply Discount in Sales Order Odoo 15
Apply Discount in Sales Order Odoo 15Celine George
 
Building a financial model for a startup
Building a financial model for a startup Building a financial model for a startup
Building a financial model for a startup Jim Kee
 
How to-track-and validate-website-sales-leads
How to-track-and validate-website-sales-leadsHow to-track-and validate-website-sales-leads
How to-track-and validate-website-sales-leadsBri'an Fields
 

Similaire à A Guide to Using Quote Templates in ProWorkflow (20)

A Guide to Using Invoice Templates in ProWorkflow
A Guide to Using Invoice Templates in ProWorkflowA Guide to Using Invoice Templates in ProWorkflow
A Guide to Using Invoice Templates in ProWorkflow
 
Quotation Templates in Odoo 15
Quotation Templates in Odoo 15 Quotation Templates in Odoo 15
Quotation Templates in Odoo 15
 
Getting started for marketing users
Getting started for marketing usersGetting started for marketing users
Getting started for marketing users
 
Google analytics training
Google analytics trainingGoogle analytics training
Google analytics training
 
The 6-Month Complete Guide to Marketing Your Store
The 6-Month Complete Guide to Marketing Your StoreThe 6-Month Complete Guide to Marketing Your Store
The 6-Month Complete Guide to Marketing Your Store
 
Analytics Configuration Strategies that Add Value for Your Clients - David Vo...
Analytics Configuration Strategies that Add Value for Your Clients - David Vo...Analytics Configuration Strategies that Add Value for Your Clients - David Vo...
Analytics Configuration Strategies that Add Value for Your Clients - David Vo...
 
Google analytics account setup optimization
Google analytics account setup optimization Google analytics account setup optimization
Google analytics account setup optimization
 
Magento SEO Hub Extension
Magento SEO Hub ExtensionMagento SEO Hub Extension
Magento SEO Hub Extension
 
Know your seller panel- II
Know your seller panel- IIKnow your seller panel- II
Know your seller panel- II
 
Plumb5 for your premise
Plumb5 for your premisePlumb5 for your premise
Plumb5 for your premise
 
Google Analytics Presentation
Google Analytics PresentationGoogle Analytics Presentation
Google Analytics Presentation
 
A/B testing integration in Google AdWords Text Ads (How to)
A/B testing integration in Google AdWords Text Ads (How to)A/B testing integration in Google AdWords Text Ads (How to)
A/B testing integration in Google AdWords Text Ads (How to)
 
Advanced Request a Quote WooCommerce Extension Documentation
Advanced Request a Quote WooCommerce Extension DocumentationAdvanced Request a Quote WooCommerce Extension Documentation
Advanced Request a Quote WooCommerce Extension Documentation
 
7 SEO tips for Prestashop Store -SHAMLA TECH Solutions
7 SEO tips for Prestashop Store -SHAMLA TECH Solutions7 SEO tips for Prestashop Store -SHAMLA TECH Solutions
7 SEO tips for Prestashop Store -SHAMLA TECH Solutions
 
Oracle Advance Pricing Demo
Oracle Advance Pricing DemoOracle Advance Pricing Demo
Oracle Advance Pricing Demo
 
Clickminded Agency Growth SOP Toolkit
Clickminded Agency Growth SOP ToolkitClickminded Agency Growth SOP Toolkit
Clickminded Agency Growth SOP Toolkit
 
Chapter 9 - Analytics
Chapter 9 - AnalyticsChapter 9 - Analytics
Chapter 9 - Analytics
 
Apply Discount in Sales Order Odoo 15
Apply Discount in Sales Order Odoo 15Apply Discount in Sales Order Odoo 15
Apply Discount in Sales Order Odoo 15
 
Building a financial model for a startup
Building a financial model for a startup Building a financial model for a startup
Building a financial model for a startup
 
How to-track-and validate-website-sales-leads
How to-track-and validate-website-sales-leadsHow to-track-and validate-website-sales-leads
How to-track-and validate-website-sales-leads
 

Dernier

NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdfNewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdfKhaled Al Awadi
 
Organizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessOrganizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessSeta Wicaksana
 
Call Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any TimeCall Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any Timedelhimodelshub1
 
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCRashishs7044
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaoncallgirls2057
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Kirill Klimov
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...lizamodels9
 
Marketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent ChirchirMarketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent Chirchirictsugar
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03DallasHaselhorst
 
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCRashishs7044
 
Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737Riya Pathan
 
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxContemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxMarkAnthonyAurellano
 
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In.../:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...lizamodels9
 
Future Of Sample Report 2024 | Redacted Version
Future Of Sample Report 2024 | Redacted VersionFuture Of Sample Report 2024 | Redacted Version
Future Of Sample Report 2024 | Redacted VersionMintel Group
 
Investment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy CheruiyotInvestment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy Cheruiyotictsugar
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Seta Wicaksana
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation SlidesKeppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation SlidesKeppelCorporation
 
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfIntro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfpollardmorgan
 
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckPitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckHajeJanKamps
 
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCRashishs7044
 

Dernier (20)

NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdfNewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
NewBase 19 April 2024 Energy News issue - 1717 by Khaled Al Awadi.pdf
 
Organizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessOrganizational Structure Running A Successful Business
Organizational Structure Running A Successful Business
 
Call Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any TimeCall Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any Time
 
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
8447779800, Low rate Call girls in New Ashok Nagar Delhi NCR
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
 
Marketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent ChirchirMarketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent Chirchir
 
Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03
 
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
8447779800, Low rate Call girls in Shivaji Enclave Delhi NCR
 
Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737Independent Call Girls Andheri Nightlaila 9967584737
Independent Call Girls Andheri Nightlaila 9967584737
 
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxContemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
 
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In.../:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
/:Call Girls In Indirapuram Ghaziabad ➥9990211544 Independent Best Escorts In...
 
Future Of Sample Report 2024 | Redacted Version
Future Of Sample Report 2024 | Redacted VersionFuture Of Sample Report 2024 | Redacted Version
Future Of Sample Report 2024 | Redacted Version
 
Investment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy CheruiyotInvestment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy Cheruiyot
 
Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...Ten Organizational Design Models to align structure and operations to busines...
Ten Organizational Design Models to align structure and operations to busines...
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation SlidesKeppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
 
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfIntro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
 
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckPitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
 
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
 

A Guide to Using Quote Templates in ProWorkflow

  • 1. A Guide to Using Quote Templates These slides are available on our blog www.proworkflowblog.com
  • 2. Quote Templates Guide > Overview What can you do with Quote Templates? Create templates that contain settings such as tax rates, payment terms and custom logos. Create templates containing items that you often or always include in a quote.
  • 3. Quote Templates Guide > Overview When could you use Quote Templates? Create templates for your main customers. Create templates with tax settings for different countries or states. Create templates for similar work you carry out frequently.
  • 4. Quote Templates Guide > Step 1 – Open Quotes Manager Click QUOTES Manager, then click Quotes Templates.
  • 5. Quote Templates Guide > Step2 – Create a New Template Click CREATE TEMPLATE
  • 6. Quote Templates Guide > Step3 – Name the Template Enter a Template Name and Display Order then click CONTINUE
  • 7. Quote Templates Guide > Step4 – Change Quote Settings Click on “Show Quotes Settings”, make any changes then click UPDATE.
  • 8. Quote Templates Guide > Step5 – Enter Basic Quote Details Enter details for the Quote Template then click CONTINUE.
  • 9. Quote Templates Guide > Step6 – Add items to the quote template Add Line Items and Fixed Cost Items then click CREATE TEMPLATE.
  • 10. Quote Templates Guide > Step7 – Using a Quote Template Start a new quote as normal then click the “Create from Template” link.
  • 11. Quote Templates Guide > Step8 – Choosing a Quote Template Select the template from the drop-down list.
  • 12. Quote Templates Guide > Step9 – Make any changes as needed Carry on as you would for a normal quote, making any required changes.
  • 13. That’s all folks!! These slides are available on our blog www.proworkflowblog.com