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.
• Repeat Schedules: Both sections and individual line items can include an optional “Repeat” value to indicate recurring billing cycles (e.g., “monthly”, “annually”).
• Pricing Logic: Default costs and markup percentages.
• Dynamic Formulas: Math expressions that evaluate against data in the engagement to automatically calculate quantities or set names.

Dynamic Formulas

Servantium includes a robust Python-based evaluation engine for item formulas. Beyond standard math (+, -, *, /), you can use specialized functions to automate complex pricing logic:

• Standard Operations: Use len(), max(), min(), int(), float(), sum(), and sum_ints().
• Tiered Pricing: Use tier(value, thresholds, results) to assign pricing brackets (e.g., tier(users, [100, 500], [1, 2, 3])).
• Product Lookups: Use product(external_id) to look up an item’s standard name based on an external system ID.
• Bitmasks: Use get_bitmask(product_id) to retrieve bitmask logic for specific product combinations.
• Dynamic Names: You can automatically calculate an item’s name based on a formula by prefixing the name field with an equals sign (e.g., "=product(bundle_id)").

The Hydration Process

When you apply a template to a new quote, a backend trigger performs “Hydration.”