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How to Create a Quotation Template?

Quotation templates in Invent ERP help you save time, stay consistent, and avoid repetitive data entry when sending standard offers.

When to Use Quotation Templates​

Quotation templates are ideal when you:

  • Repeatedly quote the same services or products.
  • Want to ensure consistency across team members.
  • Need to include pre-set terms, pricing, and descriptions.
  • Want faster turnaround when generating quotes.

Step-by-Step Process​

Step 1: Go to Quotation Templates​

From the Quotation page, navigate to: Configuration → Orders Templates.

Step 1 - Go to Quotation Templates

Step 2: Add an Order Template​

Click the Add button on the top-right of the screen.

Step 2 - Add Order Template

Step 3: Add Content to the Template​

In the template form, you can:

  • Add Template Name and Quotation Subject.
  • Enter Payment Terms and Quotation Expiration.
  • Add product or service line items, including quantity and Unit of Measure.

Step 3 - Add Template Content

Step 4: Save and Activate​

Click Create. Make sure the Status is set to Active — only active templates will appear when creating a new quotation.

Step 5: Apply Template to a Quotation​

  1. Go to Sales → Quotations.
  2. Click Add.
  3. Choose the Quotation Template.

Step 5 - Apply Template Quotation

FAQ​

Q: Will editing a template affect quotations already sent? No. Changes to a template will only apply to future quotations.

Q: Can I duplicate a template and make changes? Yes. This is helpful when creating slight variations for different customer tiers.