📋Templates

Save and reuse common quote configurations.

Templates let you save quote configurations that you use frequently. Instead of setting up the same options repeatedly, create a template and apply it with one click.

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Accessing Templates

From the sidebar, click Templates to open the Templates list.

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What Templates Save

A template can include:

Setting	Description
Aircraft Selection	Which aircraft to include in quotes
Pricing Rules	Margin percentages, minimum charges
Default Documents	Documents to attach automatically
Terms & Conditions	Which T&Cs to require
Email Templates	Default email content
Quote Validity	Default expiry period

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Creating a Template

Step 1: Start a New Template

Click Add Template from the Templates list.

Step 2: Name Your Template

Give it a descriptive name, e.g.:

• "Standard Charter Quote"

• "VIP Service Package"

• "Cargo Flight Template"

Step 3: Configure Settings

Set up the defaults you want this template to apply:

1. Aircraft — Select which aircraft to include by default

2. Pricing — Set margin or hourly rate preferences

3. Documents — Choose documents to auto-attach

4. T&Cs — Select terms document

5. Validity — Set default quote expiry (e.g., 7 days)

Step 4: Save

Click Save Template.

📹 Video Coming Soon

Runsheet for Tom:

1. Navigate to Templates from sidebar

2. Click "Add Template"

3. Fill in a sample template name and settings

4. Save the template

5. Show applying the template when creating a new quote

6. Duration: ~2 minutes

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Using a Template

When creating a new quote:

1. Start a new quote as normal

2. Look for the Apply Template option

3. Select your template

4. Settings are pre-filled automatically

5. Adjust as needed for this specific quote

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Managing Templates

Editing a Template

1. Find the template in the list

2. Click Edit

3. Update settings

4. Save changes

Editing a template doesn't affect quotes already created from it.

Duplicating a Template

To create a variation:

1. Find the template to copy

2. Click Duplicate

3. Rename and modify as needed

4. Save the new template

Deleting a Template

1. Find the template

2. Click Delete

3. Confirm removal

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Template Tips

Start with your most common scenario — Create a template for your bread-and-butter quote type first, then add variations.

• Name templates clearly so the whole team knows when to use them

• Review templates quarterly to keep them current

• Create separate templates for different customer segments (corporate, leisure, cargo)

• Use templates to enforce consistency across your team

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Next Steps

• Creating a Quote — Use templates when quoting

• Documents — Set up documents to include in templates

• Terms & Conditions — Create T&Cs for templates