Document Templates

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Document Templates

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Document templates allow you to save documents to be used as templates when creating new documents. Using templates is a great way to save time and ensure consistency in your quotes. If you often create quotes that are very similar, you can save time by creating a template of that quote so that the next time you need to create a similar quote, you can easily select the template to start with. Templates are also useful from a training perspective. The office administrator can setup templates in advance that reflect the common types of quotes that are generated for their customers. Then, the sales people have a great head start when they use the templates since they will just be making adjustments to the existing quote rather than creating it from scratch which leaves room for error.

Creating Templates

Templates are created by selecting the File -> Save as Template menu option:

Once a template is created it will be listed under the templates tab of the File -> New menu.

Note:In a template, if you clear the Date field on the Sale Info tab, this field will be populated with the current date when using the template to create a new document. Similarly, if the Due Date field is cleared, then it will be populated based on the Doc Due Date setting on the Documents tab of the Tools -> Options menu. If a value is saved in either of these fields with a template, those exact values will be used.
Note:When a document template is open, the "TEMPLATE" indicator will appear in the status bar (lower right) notifying the user that the current open document is a template.
Note:When a template is used, the default name of the document created from the template will be the same as the name of the template. For example, if you save a document as a template and give the template a name like "Standard System - &DH_SoldToCompany &SYS_TodaysDate", then when you use the template by selecting this template from the File -> New menu, and then save the resulting document, those macro values will be replaced with the actual values.

Editing Templates

Once a template has been created, you can edit the template by selecting the File -> Open menu, finding the template, and then opening it. Make your changes, and select the File -> Save menu option.

Note:In a document template, the sales rep can be removed by pressing the DEL key while in the Sales Rep Field.

Saving Changes to Existing Templates

If you're saving an existing template, you'll get a slightly different window than the one shown above — the main difference being that you cannot edit the Name field:

Here, you have the option to check whether you want to make this template available on QuoteValet as a QuoteValet Mobile template OR as a QuoteValet Order form.

If you've already uploaded a template as a QuoteValet Mobile Template but now you want to upload it as the QuoteValet Order Form instead (or vice versa), since you can only do one or the other, you'll need to:

1.Uncheck the selected option (which will delete it from QuoteValet).

2.Click on the [Ok] button.

3.Save again, and this time choose the other option.

Deleting Templates

To delete a template, select the File -> Open menu, search for the template name, and then select it, and click on the [Delete] button. You can also delete templates from the Template tab of the File -> New menu

Using Templates

Select the File -> New menu or click on the arrow of the [New] icon on the toolbar to display the split-button menu.  Choose "Select Template" to open the new template window.  The last 8 templates used will also be displayed if any have been used previously.

Tip:Selecting the File -> New menu is different than selecting the [New] button on the toolbar. Selecting the [New] button will only create a new blank document. The New Document window has Blank and Template tabs.

To create a new blank document, select either the QUOTE, ORDER, or INVOICE icon from the Blank tab.

To create a new quote that is based on a template, select the Template tab and select a template.

Searching for Templates

Click the [Show All] radio button to view all available templates.
To search for a specific template, click on the [Search By Name] radio button and choose "Begins with, Contains, or Ends with" search parameters and then enter in your search terms.  You can also sort the templates by clicking on the columns (Name, DocNo, Type, Last Modified).

Tip:When using the Contains search query operator, use double quotes [ " " ] around a phrase to search for that phrase.  If you type a minus [ - ] character after the phrase, the search results will omit anything typed after the minus sign.  For example, if you wanted to search for any templates that contained "Microsoft Office" in the phrase but didn't want it to include results that have "2007" in them it would look like this: "Microsoft Office" - 2007.  If you typed "Microsoft Office" -Basic - OEM this would omit any results that contain the word "Basic" and/or "OEM" after Microsoft Office.  

Refreshing Item Prices

As the template is used to generate a new document, if this checkbox is checked, the item prices will be updated with the current pricing. Also, if the items are no longer in the product database, you will receive a notification of this alerting you to this issue.

Templates vs. Bundles

QuoteWerks has some features that overlap each other’s functionality. Depending upon your needs, it may be more appropriate to use 1 feature instead of the other.

Bundles let you bundle together a series of parts. When you are creating a quote, instead of trying to remember what the series of parts and their part numbers are, you can just add the bundle to your quote, and all the items that you specified as included in the bundle will be added to the quote in the order you specified when creating the bundle.

Bundles sound very similar to templates, so how do you decide which of them you would like to use? Maybe you will use both, or only 1. The following is a summary of the features they each have:

Templates

When retrieving a template, the current product prices are not automatically used (unless you select the “Refresh item prices” checkbox). After the template has been opened, you can select the Tools -> Refresh Prices menu to update the prices.

Comment lines and blank lines can be configured and saved as line items without having to create part #’s for them in a product database. You would have to create part numbers for comments and blank lines in order to use them in bundles.

If you open a template (File -> Open) and then do a File -> Save, all the aspects of the quote are saved to this copy of the template including the customer information, notes, introduction, and closing information.

 

Bundles

The current price of the product is automatically used.

Comment lines can be bundled, but you will need to create part numbers in your product database for them.