Enable Quote Templates – Summary

The Quote Templates Labs component for Sage CRM allows users to save frequently used quotes as templates and quickly create new quotes from those templates in the context of an opportunity.

Once installed, users can:

• Take an existing quote and Save as Template.

• Maintain a list of quote templates, including renaming and deleting templates.

• Use New Quote from Template from an opportunity to create a new quote with prepopulated quote items based on a selected template.

This feature is aimed at sales teams who create similar quotes repeatedly and want a faster, more consistent way to build quotes.

What this component does

The Quote Templates component:

• Adds support for quote templates stored in dedicated QuoteTemplate tables.

• Copies both the header information and quote items from an existing quote into a template record.

• Allows templates to be reviewed, edited (name), and deleted.

• Provides a workflow step to create a new quote from a template within the context of an existing opportunity.

In functional terms, the component:

1. Creates templates from existing quotes

   • From a standard quote summary screen, a user clicks Save as Template.

   • The system prompts for a Template Name.

   • The quote, together with its quote items, is saved into the QuoteTemplate tables.

2. Uses templates to create new quotes

   • From an opportunity, on the Quotes list tab, the user clicks New Quote from Template.

   • The user selects an existing template and clicks Save.

   • A new quote is created in the context of that opportunity.

   • The quote items from the template are copied to the new quote.

   • The user is then returned to the newly created quote in edit mode to complete pricing or any final adjustments.

3. Allows management of templates

   • After saving a template, users are shown the Quote Templates List page.

   • From this list, they can:

     • Open a template in edit view to rename it.

     • Delete a template that is no longer required.

Changes to the User Interface

After installing the Quote Templates component, the following changes are visible in the Sage CRM user interface.

1. Quote Summary screen

• A new button, Save as Template is added to the Quote Summary screen.

• When clicked, this opens SaveAsTemplate.asp, which:

  • Prompts the user for a Template Name.

  • Saves the current quote and its quote items to the QuoteTemplate tables.

2. Opportunity Quotes List

• On the Quotes tab under an opportunity, a new button, New Quote from Template, is added to the quote list.

• When clicked, this opens NewQuoteFromTemplate.asp, which:

  • Displays a list or selection control of available Quote Templates.

  • Allows the user to pick a template and create a new quote.

3. Quote Templates List

• After a quote is saved as a template, the user is shown QuoteTemplatesList.asp.

• This page provides:

  • A list of existing quote templates.

  • Actions to edit or delete templates.

4. Quote Template Edit

• From the Quote Templates List, clicking Edit on a template opens QuoteTemplatesEdit.asp.

• This page allows:

  • Updating the template name.

  • Deleting the template entirely.

How to Use

1. Saving a quote as a template

1. Open an existing Quote that you want to reuse in the future.

2. On the Quote Summary screen, click Save as Template.

3. In the Save as Template page:

   • Enter a Template Name that will make sense to other users (for example, “Standard Installation Package” or “Annual Support Renewal 50 seats”).

   • Confirm and save.

4. The system:

   • Creates a new template record in the QuoteTemplate tables.

   • Copies the quote header information and all associated quote items into the template.

5. You are then taken to the Quote Templates List, where you can see the saved template and others that already exist.

2. Creating a new quote from a template

1. Navigate to an Opportunity where you want to create a new quote.

2. Go to the Quotes tab for that opportunity.

3. Click New Quote from Template.

4. The New Quote from Template page opens:

   • Select the required Quote Template from the list.

   • Click Save.

5. The system:

   • Creates a new Quote linked to the current opportunity.

   • Copies all quote items from the selected template into the new quote.

6. You are returned to the newly created quote in edit mode, where you can:

   • Adjust quantities.

   • Update prices or discounts.

   • Add or remove additional items if needed.

7. Save the quote as normal.

3. Reviewing and managing quote templates

1. After saving a template, or via a navigation link provided by the component, open the Quote Templates List.

2. From QuoteTemplatesList.asp, you can:

   • Review existing templates.

   • Click Edit on a template to open QuoteTemplatesEdit.asp.

3. In QuoteTemplatesEdit.asp, you can:

   • Change the Template Name to better reflect its purpose.

   • Delete the template if it is no longer valid.

4. Save your changes:

   • Renamed templates will be immediately available in the New Quote from Template selection.

   • Deleted templates will no longer appear as options.

Uninstalling the Quote Templates feature

To remove the Quote Templates Labs component from Sage CRM:

1. Go to Administration
   Customization
   Component Manager.

2. Locate the Quote Templates (or equivalent) component in the list.

3. Run the component again and choose Uninstall:

   • This will:

     • Remove the custom buttons added by the component (for example, Save as Template and New Quote from Template).

     • Remove the associated ASP pages from the Sage CRM interface.

     • Remove any custom menu or tab entries added specifically for the Quote Templates feature.

4. Recommendation: Always perform the uninstall in a test environment first and ensure that no business processes depend on quote templates before removing the feature from production.