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General Quote Template

By Mary Hernandez - March 14 2018 18:15:22

If you are creating many, similar quotations, you can use quotation templates instead of filling out each quotation with the same information. A quotation template is not a quotation and cannot be sent to the customer or transferred to a sales order. It is a collection of quotation lines that are common to one type of quotation. A quotation template is created, edited, and deleted exactly like a real quotation. The best way to distinguish between your templates and your real quotations is to use the filter in the Show field on the Sales quotation form.

Quotation’’ commonly called ‘’quote’’ or ‘’bid’’ is a business document that is used to record price of a work or task that a person or company will charge the customer. It is also used during buying and selling of products. In business dealings and order work, pricing is an important sphere and before making any deal, the parties should agree to the details of the task or goods including its prices as the most important factor. The online sources provide a wide range of quote templates for different business purposes. So the quick download, edit and print option helps you save a lot of your time.

Usually a quote template is in tabled format, where there is the vendor’s name or the seller’s name, task’s title, a detail of the task and the services vendor will provide or the goods a seller is offering, pricing details, total amount etc.

Quote template has a settings page that acts like a mini database and stores all the company details that would get automatically populated on the Quote. You can select enable or disable option from the drop down menu to either print the company name or slogan on the top or not. There is an option to select a color scheme for the quote; you can select the preferred color through the design picker. You can also record the Company Address on the settings page and this saves you from re-typing the address on every Quote. This page also has pre-defined country setting like any applicable tax that the country levies and the currency in which the Quote needs to be published.

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