Help Price Book
Saving proposal templates
Turn a bundle of line items you quote often into a reusable template, then fork it per job.
Some jobs you quote the same way every time. A standard pool package, a re-plaster, a pump-and-filter swap. Instead of rebuilding the line items by hand for each one, save the bundle as a template and pull the whole thing in one tap.
What a template is
A template is a saved set of Categories, Subcategories, and Line Items, with their flags and quantities, grouped under one name. It is built from the same three-level price book everything else uses. See Setting up your price book if you have not built that yet, because a template is only as good as the price book behind it.
Saving a template
Build a proposal the way you want it, with the right line items, the right Included, Optional, and Upgrade flags, and the typical quantities. When it looks like the version you would send again, save it as a template and give it a plain name your future self will recognize, like Standard Gunite Package or Filter Swap.
Using a template on a new job
On a new proposal, pull a template in and it drops the whole bundle onto the page. From there you adjust quantities to the actual site, turn options on or off, and edit prices for this one job. The template gave you the skeleton. You fit it to the yard in front of you.
Forking a template
When a template needs a real variant, fork it. Forking copies the template into a new one you can change without touching the original. Say you have a Standard Gunite Package and you want a Premium Gunite Package with better equipment and a tanning ledge. Fork the standard one, make your changes, save it under the new name. Now you have both, and editing one never breaks the other.
When to template and when not to
Template the jobs you quote the same shape every time, where the only thing that changes is the size and the options. Do not template a one-off you will never quote again, because the time you spend naming and saving it is wasted. A good rule: the third time you find yourself rebuilding the same bundle by hand, save it as a template. By then you know the shape is real and worth keeping.
Keep templates honest
A template is a convenience, not a contract. Every quantity and price is still editable per job, and you should edit them to match what you actually measured and what materials actually cost this month. A template that you never adjust drifts away from reality, and a stale price is worse than no template at all because it looks authoritative while being wrong. Pull it, fit it, send it.
Once a template-built proposal goes out, it follows the same path as any other. See Building your first proposal and The work pipeline.
Still stuck? Email [email protected]. Back to the help center.