Quote Template: Difference between revisions
(Created page with "'''Quote templates''' are created in workgroups to streamline the process of adding quotes to matters. == Properties == Quote templates have the following properties: * '''Description''' * '''Scale''' (set on the quote) * Whether to automatically apply the template to new matters == Quote Template Items == Quote templates can include all of the same items as quotes; however they cannot specify the amount charged for P...") |
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Latest revision as of 11:31, 3 December 2024
Quote templates are created in workgroups to streamline the process of adding quotes to matters.
Properties
Quote templates have the following properties:
- Description
- Scale (set on the quote)
- Whether to automatically apply the template to new matters
Quote Template Items
Quote templates can include all of the same items as quotes; however they cannot specify the amount charged for products or disbursements (as this is determined by their charge policies).
On Matters
When adding a new quote to a matter, you can choose to start with an empty quote or use a quote template. You can select from the templates associated with the current workgroup, or any of its parent workgroup(s).
You can convert an existing quote into a template (requires permission to manage the workgroup).