Templates (Premium)

Purpose: Save recurring quote configurations for quick reuse

What Gets Saved in Templates

Template includes:

• ✅ Technical sections (titles + content + visibility)
• ✅ Default items (pricing table rows)
• ✅ Payment terms
• ✅ Delivery time
• ✅ Warranty info
• ✅ Notes
• ✅ Image layout preferences

Template does NOT include:

• ❌ Customer information (each quote has unique customer)
• ❌ Actual images (only layout settings)
• ❌ Offer date/number (auto-generated per quote)
• ❌ WordPress ID (template is reusable)

Creating a Template

1. Fill out an offer with your standard content:
   • Add technical sections
   • Add default items to pricing table
   • Set payment/delivery/warranty terms
2. Go to Offer Data tab
3. Enter template name:
   • Example: "Standard Staircase Offer"
   • Example: "Luxury Package Template"
4. Click Save as template button
5. Success: Template appears in dropdown

Using a Template

1. Go to Offer Data tab
2. Select template from Template dropdown
3. Click Load button
4. ⚠️ Unsaved changes warning if you have current work
5. All fields populate from template:
   • Technical sections appear
   • Items added to pricing table
   • Terms/warranty/notes filled in
6. Customize for specific customer:
   • Change prices
   • Add/remove items
   • Adjust technical details
7. Save as new offer when done

Deleting a Template

1. Select template from dropdown
2. Click Delete button
3. Confirms: “Are you sure you want to delete this template?”
4. Template removed from dropdown
5. Existing offers using this template are unaffected

Template Best Practices

✅ Good templates:

• Generic content that applies to many customers
• Standard pricing for common packages
• Boilerplate payment/warranty terms
• Common technical specifications

❌ Avoid:

• Customer-specific information
• One-time pricing
• Unique custom requirements
• Outdated pricing (update templates regularly)