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How to create a template from an existing Quote

In this guide we'll show you how to create a 'Template' from an existing Quote. However, the process is the same for Quotes, Supplier Invoices and Invoices.


Step 1: Navigate to the quote you want to work on:

Screenshot 2026-03-18 at 8.49.43 AM
 

Step 2: Select the More dropdown, then select Save as Pre-Built Template

  1. This will save the items (labour, material, disbursement and other) and the sections of the Quote into the template. 

  2. You can then find this template in the Admin -> Templates area.

Screenshot 2026-03-18 at 8.54.42 AM