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Create professional quote templates with consistent pricing and descriptions to speed up your quoting process and win more work.
Go to Settings → Quotes → Templates or click "Templates" from the quotes page.
Click "Add Template" and choose a descriptive name like "Boiler Installation" or "Bathroom Renovation".
Include standard elements:
Preview the template with sample data, make adjustments, then save for future use.
Variables allow you to customize templates for specific customers and jobs without rewriting everything.
Type variable names in curly braces like {customer_name} in your template. When creating a quote, these become fillable fields.
Template: "Install new {boiler_type} boiler for {customer_name} at {property_address}"
Becomes: "Install new Worcester Bosch 28kW boiler for John Smith at 123 Oak Street"
{customer_name}{property_address}{job_type}{room_location}{brand_model}{quote_date}{labor_hours}{hourly_rate}{material_cost}{markup_percent}{total_price}{payment_terms}Quote Name: Boiler Installation - {boiler_type}
Description:
Supply and install new {boiler_type} {boiler_size}kW boiler at {property_address}
Work includes:
Pricing:
Labor: {labor_hours} hours × £{hourly_rate} = £{labor_total}
Boiler: £{boiler_cost}
Materials: £{materials_cost}
Total: £{total_price}
Quote Name: Consumer Unit Upgrade - {circuit_count} way
Description:
Upgrade electrical consumer unit at {property_address} to meet current regulations
Work includes:
Pricing:
Labor: {labor_days} days × £{daily_rate} = £{labor_total}
Consumer Unit: £{unit_cost}
Certification: £{cert_cost}
Total: £{total_price}
Quote Name: Annual HVAC Service - {system_type}
Description:
Comprehensive annual service for {system_type} system at {property_address}
Service includes:
Pricing:
Service call: £{service_fee}
Labor: {service_hours} hours × £{hourly_rate} = £{labor_total}
Parts/filters: £{parts_cost}
Total: £{total_price}
Go to Quotes → New Quote, then click "Use Template" instead of starting from scratch.
Browse your saved templates and select the one closest to the job you're quoting.
Complete the variable fields with customer-specific information (name, address, specifications, etc.).
Add, remove, or modify line items for the specific job. Adjust pricing if needed.
Preview the final quote, check all details, then send to customer via email or PDF.
Standard Rates:
Use variables to automatically calculate labor costs based on job complexity and timing.
Common Fixed Prices:
Fixed pricing gives customers certainty and speeds up the quote process.
Toolfy tracks which templates convert best to won jobs: