How to Create a Quotation Template?
How to Create a Quotation Template in Invent ERP?
Creating quotation templates in Invent ERP helps you save time, stay consistent, and avoid repetitive data entry when sending standard offers. This guide will walk you through the steps of creating and using quotation templates effectively.
Why 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 2: Add an Order Template
Click the Add button on the top-right of the screen. You’ll be directed to a form where you can configure your template’s details.
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 4: Save and Activate
Once you're satisfied with the template, 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
To use the template:
1. Go to Sales → Quotations
2. Click Add
3. Choose the Quotation Template
Best Practices
• Use clear, functional names
• Group templates by service type or customer segment
• Review templates regularly for pricing and policy updates
• Include default tax or discount settings where applicable
Frequently Asked Questions
Q: Will editing a template affect quotations already sent?
A: No. Changes to a template will only apply to future quotations.
Q: Can I duplicate a template and make changes?
A: Yes. This is helpful when creating slight variations for different customer tiers.
Q: Can I include branding or logos?
A: Yes — if you’re using a custom PDF layout, your branding can be reflected in the output format automatically.
Final Note
Quotation templates are designed to save time while improving consistency. When used properly, they speed up your quotation process, reduce errors, and ensure every quote you send looks professional and complete.