Quotation Templates

Quotation Templates

Go to Sales > Configuration > Quotation Templates.

Creating a Template

1. Click Create.
2. Name - e.g. "Standard Domestic", "International Export".
3. Active - Must be checked to appear in selection.
4. Payment Terms - Default terms for this template.
5. Shipping Method - Default carrier.
6. Incoterm - For international trade.
7. Quotation Lines - Pre-populate with frequently-sold products.
8. Terms & Conditions - Default legal text.
9. Click Save.

Using a Template

• Select template from dropdown when creating a new quotation.
• All defaults applied. Modify any field as needed.
• Set a default in Sales → Configuration → Settings.

Best Practices

• Create separate templates for B2B, B2C, wholesale, retail.
• Include standard terms for legal compliance.
• Review templates quarterly to keep terms current.