Quotation Templates are the fastest and easiest way to enter orders in PRO Software. Instead of manually entering Sales Orders line by line, you can set up Quotation Templates to pre-load specific groups of products and services with a single click—saving you time and streamlining the order entry process.
These templates can also be customized for specific customers, making order creation more efficient and accurate.
Setting Up Quotation Templates
To access and create Quotation Templates, follow these steps:
- Navigate to Sales/Order Entry > Configuration > Quotation Templates.
- If you do not see this option, contact your PRO Trainer to install the module.
- Click Create New to open the Quotation Templates menu.
- Once created, the template can be used during the Order Entry process to populate Work Orders and Billing Information automatically.
Example: Weekend Special Event Order
In this example, we will create a template for a weekend special event order. This template will include:
- Pre-set billing lines
- Pre-configured pickup and drop-off work orders
- Streamlined order entry to maximize efficiency
Steps to Create a Quotation Template
- Name the Template
- Choose a descriptive name to easily identify the template.
- Add Standard Products
- Select the products/services you want to include in the template.
- Set Delivery Details
- Define when and how the products/services will be delivered.
- Configure Work Order Information
- Click the Work Order Information tab.
- Click Add a Line to open a popup for Drop-Off and Pickup details.
- Save & Close
- Once all information is entered, click Save & Close to finalize the template.
Final Thoughts
Using Quotation Templates in PRO Software simplifies the Sales Order process, reduces data entry time, and ensures accuracy when creating new orders. By setting up templates tailored to your business needs, you can increase efficiency and improve workflow.