VTiger Quote/Invoice/Order Templates is powerful yet simple tool that allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you.

With merely a single click, you will be able to create a VTiger Quote/Invoice/Order Template, define the items and select the predefined template when creating a record.

Settings of ‘Quote/ Invoice/Order Templates’ are configured on extension page.

+Add Template: create new quote, invoice, or order template

Quote Templates: the list of all the templates created by user

Under “Quote Details”

Template name: the title of your template

Assigned to: the group or department to which the task is delegated

Under “Item Details”

Item name: choose one of your product here

Quantity: the number of your chosen items

+Add Product: add more products to the template

+Add Services: add a service to the template

The list of all created quote templates. You can select a template from list and use or modify the items as per requirement.

Go to “Quotes”, then

+Add Quote: use this option to create a new Quote.

Fill in the required information.

Then select the suitable Quote Template from the drop-down menu in “Item Details” section.

The predefined Products and Services will be added to the Quote.

Save your Quote.