Create Multiple Templates of Proposal under Favorite

 

Creating and Using Multiple Quotation Templates with AntMyERP

AntMyERP makes it easy to create and manage multiple quotation templates helping businesses save time when customers request large or frequently repeated quotations.

To create a Favorite template, navigate to the left menu to the CRM Sales section, and click on Quotation. On the right side, click the plus icon to create a new quotation. Choose Sales as the type and complete the required details in the form like customer’s name, branch, contact person and items.

Once the quotation is ready, it must be marked as Favorite. This makes it reusable as a template. You can have many line items, say, 100 or so and define all necessary parameters like profit type, amount and product details. After saving it, the quotation will not show under Pending Quotations and rather save in Favorite section.

To view or use this template that is now saved, just navigate to Favorites, wherein all your saved templates will show. Now, for example, if you are going to make some changes for new customer by adding or deleting a few products, you can simply copy the quotation from the Favorite list, have it modified and updated with the customer details. But if you will not mark it as Favorite this time, it would go under Pending Quotations list.

This could be especially beneficial if your business often creates quotations that have multiple or repetitive items. You could quickly reuse it, edit it, and then send it rather than recreating a quotation from scratch every time.

With AntMyERP’s Favorite templates, quotation management becomes faster, more consistent and highly efficient by helping users handle bulk or repeat quotations with ease and accuracy.