Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks. By creating custom quotation templates, you will save a lot of time. You will be able to send complete quotations at a fast pace.

To enable this feature, go to Sales ‣ Configuration ‣ Settings and activate Quotation Templates.

To create your first template, Go to Sales ‣ Configuration.

You can create a new template or edit an existing one. Once named, you will be able to select products and quantities as well as the expiration time of the quotation.

Design your template and edit the customer interface in order to manage what clients will see before accepting and paying the quotation. For example, you will be able to describe your company, your services, and your products. To do so, you can click on Edit and you will be brought to the quotation builder.

Dragging & dropping different building blocks to edit the content of your template. For example, you can add a content block to describe your products.