The Quote Library lets you save any of your existing quotes as a reusable template. Once added, you can quickly reuse it to generate a new quote anytime—either directly from the Quotes screen or while quoting from a job.
Add Quotes to the Library
Step 1: Navigate to the left pane and click on Sales > Quotes > Library
Here, you can manage your quotes more efficiently as it allows you to add to the library the quotes that you are working on and needs actioning, and remove quotes that you've completed work for.
Step 2: Add a Quote to the Library
Once you’ve accessed the Quote Library, you have two simple ways to add quotes for future use:
OPTION 1: Add an Existing Quote
If you have an existing quote that you'd like to save to the library:
Click the small arrow next to the quote number.
From the dropdown menu, select Add to Library.
The quote will be saved into your library for easy reuse.
OPTION 2: Create a New Quote Directly in the Library
If you want to create a fresh quote specifically for the library:
Click on Add Quote to Library at the top of the Quotes screen.
Enter your quote details as needed, then it will be automatically saved in the Quotes library.
How to use the quotes from the library:
OPTION 1: Using the "USE" function
Step 1: Navigate to the left pane and click on Sales → Quotes → Library
You should see the quote you just added to the library at the top.
Quotes from the library have their quote number as well (note: quote numbers are shared between the normal quotes
and the library quotes.
Step 2: Use the Quote
You can then click on the down arrow next to quote number, and click "Use", and that will then generate a copy of the library quote to a normal quote
OPTION 2: Using the "Quick Quote" function
If you are quoting from a job, and would want to use the quote from the library
Step 1: Hover on the "Sales document" and click "Quick Quote"
Step 2: Pick the quote template, and continue with the rest of the steps
Summary
Adding quotes to your Quote Library helps you save time and standardise your quoting process. Whether you’re saving an existing quote or creating a new one directly in the library, this ensures your team can quickly access and reuse templates that meet your business requirements.
Once your quotes are in the library, you can easily select and apply them when creating new jobs or projects, streamlining your workflow and reducing manual entry.
If you need further assistance with managing your Quote Library or best practices on using saved quotes, feel free to explore our other training materials or reach out to support.