Log in to your account
From the menu, select Contractors
Locate and select the contractor you would like to assign template(s) to
The contractor's details page will load
Select Quote Templates from the tab panel located below their information
If no template folders are listed, you must create one by selecting New Quote Folder + before adding in a Quote Template
Locate the Template Folder that you would like to add the new Quote Template(s) to
Select Create Quote Template +
A new tab will open up with New Order Template fields
Fill out the Template Title and Template Description
From the dropdown below Add to Folder, select the Folder you would like to add the Quote template to
[Optional] Upload a cover photo to help your contractor quickly identify the Quote Template in their CRM
You may only upload image formats that are .jpg or .png and under 2MB
Select Next
The Branch Information page will load
Make sure the listed Branch matches the correct Branch associated with your contractor, if not, select the Branch you would like to assign it to
Select Next
The Order Details page will load
Search for the materials needed for your contractor's Quote Template using the search bar
You may also use an existing template as a guideline for creating the new Quote Template
Once you locate each item, select Add +
Repeat steps 17 and 18 for each material item you would like to add
Please make sure you adjust the quantities using the pencil icon in each row under Qty
When you finish adding all items needed for the Quote Template, select Create Template
The contractor will now be able to access the Quote Template(s) you added to their CRM account
Assign a new Quote Template to a Contractor's CRM account
Create and assign a new custom Quote Template(s) to a contractor's CRM account to get them to ordering ASAP
Updated over a month ago