Quote Templates
Build reusable quote templates with predefined sections, default line items, markup rules, and dynamic formulas. Generate complex quotes in seconds, not hours.
For a high-level comparison of how templates and data schemas differ, see the Templates vs. Data Dictionaries overview.
Quickstart
Navigate to Settings > Quote Templates to build a library of standardized pricing models. You can also save any active quote as a template directly from the quote editor.
In-Depth
Quote Templates go beyond simple “copy-paste.” They encode your organization’s pricing logic, ensuring that complex quotes can be generated in seconds rather than hours.
Anatomy of a template
A quote template captures:
- Sections: The logical grouping of work (e.g., “Phase 1: Discovery,” “Implementation,” “Managed Services”).
- Line Items: Default roles (e.g., Senior Architect) or materials (e.g., Software Licenses). You can also mark specific items as Optional so they are presented to the client but excluded from overall totals.
- Pricing Logic: Default costs and markup percentages.
- Dynamic Formulas: Math expressions that evaluate against data in the engagement (e.g., calculating travel costs based on a “Duration” field).
The Hydration Process
When you apply a template to a new quote, a backend trigger performs “Hydration.”
- The system pulls the latest rates from your Service Catalog.
- It evaluates all dynamic formulas against the current engagement’s data.
- It populates the quote with the resulting structure, ready for final adjustments.
Templates are best used for your most common “packaged” offerings. This allows junior team members to generate highly accurate initial quotes that adhere to organizational margins.
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