Quote templates

What’s Quote templates

Now you can save quote templates through Flobot. This allows  your FTMs and Flobot admins to re- use this stranded template and generate another fresh quotes at the time they create a new quotes..

Also FTMs who use this in the app also can use this feature to create new quotes using these templates.

Here’s how to create new common template:
  • Open your Order.
    1
  •  Find Quotes & sheets on right side menu, Then click on Add quote plus icon.
    2
  • Select  New Quote on Quote template drop down.
    3
  • Fill quote details & set Yes on Quote common template drop down.
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Here’s how to view common templates:
  • Go to Settings on your admit panel.
    2.1
  • Scroll down & find QC template.
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  • All quote templates appearers here.
    2.3
  • You can view quote by clicking Quote Id.
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Here’s how to set or remove already added quote as quote common template:
  • View your quote & click on Edit Summary.
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  • Then you can find Quote common template drop down here.
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  • Set Yes to add as template or Set No remove from templates.
  • Press Save button to save your changes.

 

How to use Quote common templates
Here’s how to use on web
  • Open your Order.
    1
  • Find Quotes & sheets on right side menu, Then click on Add quote plus icon.
    2
  • Select  already exist quote on Quote template drop down.
    3.1
  • Press Create button to create your template.
    5
Here’s how to use on mobile app
  • Open your appointment & go to QUOTES.
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  • Click on Create new button.
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  • Then FTM can CREATE NEW QUOTE or CREATE FROM SELECTED TEMPLATE by using Select a existing quote drop down.
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