Creating Quote Templates

Creating Quote Templates

On Trade Trak, you can create quote templates in advance to make the quoting process even simpler.

1. Accessing Quote Templates

Quote templates can be accessed by clicking on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down menu, select ‘Templates’, and then from the menu that opens, click on ‘Quote Templates’.

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2. Quote Templates

On this page, you will be able to view all previously created quote templates, edit and delete them.

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3. Create Quote Templates

Quote templates are designed to be generic, and as such there are a number of details that are not required like when creating a quote from scratch. All items entered on the template are not permanent when building a quote from it.
Any mandatory details are marked with an asterisk.

Name *

Name your template so it’s easy to find in the future.

Tax

Select from a drop-down menu whether you would like the quote to include tax or not.

Options:

  • Tax Exclusive
  • Tax Inclusive

Status *

Select from a drop-down menu the status that you would like the quote template to automatically apply.

General Description

Here you’re able to provide a simple description of the quote which is for your records only.

Items

Enter the item description, price, unit numbers, and enable or disable GST to create an itemized template.

Quote Notes

Add any notes that you would like clients to see. As it’s a template, we suggest keeping the notes general.

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4. Create

Once satisfied with your template, press ‘Create’ and it will appear on the Quote Templates page.