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Quote template prerequisites

Quote templates are based on *.xlsx files which contain smart markers.

Before creating a quote template:
  1. Familiarize with smart markers and formulas.
  2. Set up the *.xlsx file that is the basis of your quote template:
    • Add branded text.
    • Add smart markers.
    • If you add smart markers which express costs, follow these steps to ensure the costs are expressed in the same currency as the project currency:
      1. In your *.xlsx file, enter a smart marker which expresses cost, in a cell of your choice.
      2. Right-click the cell, and go to Number > Category. Select Currency.
      3. Under Symbol, select £. When your custom quote is generated, the cost in the cell will be expressed in the project currency. For example, if your project quote is in Euro, the cell will express the cost in Euro. Note that the £ symbol is merely a placeholder for the actual project currency.
    • Add formulas.