How to Create a Quote Template in FieldTask

Learn how to create reusable Quote Templates in FieldTask.

You can access Quote Settings from two different places:

• From the Settings option on the Quotes page.

• From the Quotes option within the main Settings page.

Both options will take you to the same Quote Settings page.

Create a New Quote Template

• Scroll to the bottom of the Quote Settings page.
• Click New Template.

A form will appear. Provide the following information:

• Template Name
• Category
• Items
• • Products — Add products from your saved Products.
  • Customer Item — Add a customer-specific item.
  • Text — Add custom text to the template.

• Click Save to save your Quote Template.

Your new template will then be available for use when creating Quotes.

If you want to create a quote, you can learn how to do so through this help guide. If you follow this help guide, you can learn how to edit a quote, and this help guide will teach you how to delete or archive a quote.