Creating Quote Presets with Products

Once you have created a 'core range' of products, you can create quote presets to quickly add selections of products to your quotes. A preset is like a checklist of potential products you can add, and when you add a preset to a quote, you can select which products you want to add from the preset to that specific quote.

Example: You might have a preset called "Kitchen" which contains an exhaustive list of all your kitchen-type cabinets and other products. Then each time you create a quote for a kitchen, you can add the "kitchen" preset and select which specific combination of cabinets and other products your client wants.

In this article:

Creating a Preset

Adding Presets to a Quote

Creating a Preset

To create a new preset, follow these steps:

1. Click Create.
2. Name your preset.
3. Click Create again.

You will be redirected to the Edit Preset page which will look similar to creating a quote.

First, add any items:

1. Click Add New > Item.
2. Name your item, e.g. Tall Cabinets.
3. (Optional) Enter a description, e.g. inclusions and exclusions.
4. Click Create.

Next, add products:

1. Click into the section or item you want to add products to.
2. Click Add New > Product.
3. Choose a product from your drop-down.
4. Change the name if required.
5. Select the quantity required.
6. Click Create.

Repeat as many times as needed until you have all your products.

Finally, click Save Changes.

Adding Presets to a Quote

Once you've set up your presets, you can add these to a quote by following these steps:

1. From the User Menu Panel, navigate to Quotes.
2. Create a Quote or open an existing quote and click Update.
3. Click either the lightning bolt icon or Add New > Preset.
4. Choose your preset/s from the drop-down.
5. Choose a section to add the preset/s to.
6. Click Create.