Quoting Templates Set Up

What It Does

The Quoting Templates feature in SignTracker simplifies the process of creating detailed, accurate, and customizable quotes for various sign projects. By utilizing master templates and product-specific templates, users can streamline the quoting process, ensure consistency, and reduce manual errors.

Video: SignTracker Quoting Templates
Help Center Article: Re-using Your Quote Worksheets  

Why It’s Important

• Efficiency: Saves time by predefining categories, markup rates, and standard line items.
• Accuracy: Ensures consistent pricing and reduces the risk of errors in calculations.
• Flexibility: Allows for customization of quotes based on specific client needs or project requirements.

How It Helps

• Streamlines Quoting: Provides a structure for quickly generating quotes for common products like banners or custom signs.
• Supports Customization: Enables on-the-fly adjustments without impacting master templates or product-specific templates.
• Improves Client Communication: Offers clear, professional quotes that can be converted seamlessly into contracts.

Step-by-Step Instructions

1. Set Up a Master Template:
   • Navigate to Setup > Settings > Quoting Templates. 
   •  
   • Open the Master Template to configure foundational settings.
     • Define categories (e.g., Materials, Labor, Formula Items).
     • Set markup rates (e.g., 50% for materials, 0% for labor if entered at retail cost).
     • Include additional categories like Special Order Items, Subcontracting, or Extras for permits, site surveys, or engineering drawings.
   • Save changes to establish the base structure.
                                         

2. Create Product-Specific Templates:
   • Select New Template to create a product template (e.g., 4x8 Banner).
   • Add the following components:
     • Materials: Include items like banner material, grommets, or hem tape.
     • Labor: Estimate time for tasks like design, assembly, or installation.
     • Extras: Add line items for optional services, such as permits or rush fees.
   • Customize descriptions for each line item to provide clarity for clients.
   • Assign categories to help organize templates for future use.
   • Save the template under a descriptive name for easy identification.
3. Using Templates in Jobs:
   • Open a job and navigate to the Quotes tab.
   • Select a pre-existing template or create a custom quote by modifying a template on the fly.
   • Adjust line items, quantities, and markup rates as needed without affecting the original template.
   • Add job-specific details, such as dimensions or notes for special requirements.
4. Generate a Quote:
   • Review the completed quote for accuracy.
   • Save and preview the quote, then email it directly to the client or download it as a PDF for offline sharing.
   • Add taxes or discounts based on client-specific circumstances.
5. Convert Quotes to Contracts:
   • Once approved by the client, convert the quote into a contract within the job.
   • Add final terms or notes, and generate a PDF to send for client signature.

Pro Tips

• Master Template Safety: Changes to individual templates won’t affect the master template, preserving its integrity.
• Custom Categories: Create categories tailored to your specific business needs, like subcontractor labor or rush fees.
• Break Down Costs: For transparency, itemize costs such as materials, labor, and extras. This helps clients understand the value of your services.
• Flexibility with Discounts: Apply discounts or commissions directly in templates for consistency across quotes.

Streamlined Approvals: Mark approved quotes to trigger seamless integration with QuickBooks, automating the invoicing process.