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Quote Templates

Quote the jobs you do every week in seconds.

Save any quote as a template, with its lines, terms and notes, and start the next one from it. Your common jobs go out priced and worded the same way every time, and you only change what is different.

traqR: Quote Templates

Save from a real quote

Turn any quote into a template with one click, lines, terms and notes included.

Start from it

Pick a template and the new quote opens with everything filled in.

Consistent every time

The same scope, wording and pricing for the same job, whoever is quoting.

How it works

Build once, quote many times

Most fire contractors quote the same twenty jobs over and over. Templates make each of them a two minute job.

From a quote you already sent

On any quote, choose save as template, give it a name and a description, and traqR copies its line items, terms and notes into the template.

Lines

Every item with its type, quantity and price.

Terms and notes

The wording you settled on, kept with it.

Named

A name and description so the right one is easy to find.

FAQs

Frequently asked questions

Its line items with type, quantity and price, plus the terms and notes from the quote it was saved from.

No. Each new quote is its own copy, so you can adjust it freely.

Service contracts have their own guided quote. Templates are for itemised quotes you send often.

Whichever you choose for the quote. Templates hold the content, and the layout is picked when you send.

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