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Quote Management

Last Update 3 months ago

Creating and Managing Quotes Quote Calculations and Pricing Inventory Management System Optional Services Configuration Quote Templates

Quote Templates

Save time and maintain consistency by using MoversMate quote templates for recurring services.

Clinton Harrison

Last Update 3 months ago

1. Creating a Quote Template

  1. Go to Settings > Quote Templates.

  2. Click Create New Template.

  3. Enter a template name and pre-fill move details.

  4. Add standard inventory and optional services.

  5. Save the template for future use.

2. Using a Template in a New Quote

  1. Go to Quotes and click Create New Quote.

  2. Select Use Template and choose from saved templates.

  3. Adjust details if needed and send the quote.

3. Managing Templates

  • Edit Templates – Update pre-filled information as needed.

  • Delete Templates – Remove outdated or unused templates.

  • Duplicate Templates – Create variations for different move types.

4. Best Practices

✅ Use templates to streamline quoting for common moves. ✅ Keep templates updated with current pricing and services. ✅ Name templates clearly for easy identification.


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