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.
Access the Quote Library
To access the Quote Library, 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.
Adding a Quote to the Library
Once you’ve accessed the Quote Library, you have two simple ways to add quotes for future use:
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.
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.
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.