Price Book and quote templates
Build a reusable Price Book and quote templates so proposals stay consistent across your team.
- Organize services, labor, parts, materials, equipment, and flat-rate packages with categories and trades.
- Track selling prices and internal costs for your records.
- Archive and restore Price Book items; repair templates when a linked item was archived.
- Quote templates can mix Price Book lines and custom lines; reorder, duplicate, archive, and restore templates.
- Applying a template to a quote resolves current selling prices from the Price Book where linked.
Templates vs live catalog
Quote templates store structure and line references. When you apply a template, linked lines use current Price Book selling prices unless you adjust them on the quote.
Where to find it: Open /price-book for the catalog and /quote-templates for templates.