If you have sets of products or services that are often quoted together, you have two options. 

• Create kits and add them to the quote when needed
• Create a template quote that already has the items on

What you should know:

The concept of pre-built templates runs throughout Zigaflow, you will also find these within other modules such as Jobs, Invoices, Purchase orders etc.

The key purposes of these are;

• To save time
• To ensure the correct word document templates are used on particular quotations, order confirmations (Jobs), invoices etc.
• To ensure that items such as delivery charges are included on all quotes
• To communicate relevant information based on the type of business

How can these be applied?

These templates can be used in conjunction with Zigaflow's automations, to ensure that the correct documentation is included based on variables you set within your system.

As an example, a quotation has been accepted over a particular value, for a particular client and the Business Type is "Installation".

You can create an "Installation" Job template which includes a templates for RAMS documentation that is only relevant to Installation.

This means an automation can be created which says;

• When quotation status is changed to "Accepted"
• If Business Type contains "Installation"
• and if value is over £10,000
• and company is tagged as "requires RAMS"
• Create a Job using "Installation Template"

Creating a Template

• Select "Go To" in the menu bar
• Quotations
• Click the button 'Templates' (This is blue and located to the top right hand side of your quotations list)
• Click on the 'Locked' button so you can add or edit the template
• Click on 'New Template' and create a template as you would a normal quote
• If you select some PDF templates for the template they will always be used when that template is
• Save the template

Creating a Quote from a Template

• Select "Go To" from the menu bar
• Quotations
• Click the button 'Templates'
• Click on the 'Create Quote' button next to the template you want to use

A user can be set up so that all their new quotes use a certain template. Find out more here.

Creating a Quote from Template within Pipeline

• Select "Go To"  
• Pipeline
• Create a Pipeline item
• Click on the 'Create Quote' button and select the template you want to use

A user can be set up so that all their new quotes use a certain template. Find out more here.