Quote Templates

Save time with reusable quote structures.

What Are Templates?

Templates save:

• Line items and descriptions
• Section structure
• Default pricing (optional)
• Terms and notes

Apply templates to start new quotes with pre-filled content.

Creating Templates

From Existing Quote

Open a Quote

Find a quote you want to save as template.

Click Save as Template

In the quote menu, select Save as Template.

Name Your Template

Give it a descriptive name:

• "Kitchen Remodel - Standard"
• "Bathroom - Full Gut"
• "Exterior Paint - 2 Story"

Choose What to Include

• Line items (always)
• Prices (optional)
• Terms (optional)
• Notes (optional)

Save

Template appears in your template library.

From Scratch

1. Go to Settings → Quote Templates
2. Click + New Template
3. Add sections and items
4. Set default prices
5. Save template

Using Templates

Apply to New Quote

1. Click + New Quote
2. Select From Template
3. Choose your template
4. Quote pre-fills with template items
5. Customize as needed

Apply to Existing Quote

1. Open a draft quote
2. Click Import → From Template
3. Select template
4. Choose to:
   • Replace all items
   • Add to existing items

Template Types

Job Type Templates

Pre-built for common jobs:

• Kitchen remodel
• Bathroom remodel
• Room addition
• Deck/patio
• Exterior paint
• Roof replacement

Line Item Templates

Reusable item groups:

• Standard door package
• Electrical rough-in
• Plumbing fixtures
• Cabinet package

Terms Templates

Standard language:

• Payment terms
• Warranty info
• Exclusions list
• Legal disclaimers

Managing Templates

Edit Templates

1. Go to Settings → Quote Templates
2. Click template name
3. Make changes
4. Save

Organize Templates

• Categories - Group by job type
• Favorites - Star frequently used
• Archive - Hide outdated templates

Delete Templates

1. Select template
2. Click Delete
3. Confirm deletion

Existing quotes are not affected.

Template Best Practices

Keep Templates Current

• Update prices quarterly
• Review items annually
• Remove discontinued products

Be Specific but Flexible

Good template names:

• "Kitchen - Standard Finishes"
• "Kitchen - Premium Finishes"
• "Kitchen - Budget Option"

Too vague:

• "Kitchen"
• "Remodel"

Include Notes

Add template notes for context:

• When to use this template
• What it includes/excludes
• Assumptions made

Sharing Templates

Team Access

All templates are shared with your team:

• Any user can apply templates
• Admins can edit templates
• Templates follow permissions

Export Templates

Share outside your organization:

1. Select template
2. Click Export
3. Download as JSON file
4. Share file

Import Templates

Add templates from others:

1. Go to Settings → Quote Templates
2. Click Import
3. Upload JSON file
4. Review and save

Built-in Templates

BuildVision includes starter templates:

Customize these as starting points.

Template Variables

Use placeholders that auto-fill:

Example:

Quote for {project_name}
Prepared for {client_name}
Valid until {valid_date}

Next Steps

• Price Lists - Manage supplier pricing
• Creating Quotes - Build estimates
• Sharing - Send to clients