Creating Quotes Using Templates - CR

You can create and edit quotes quickly within Clik Remote using quote templates. You must first make sure you have set up the relevant quote templates you need within your main Clik Service software; see this article to find out how to do this.

Once you have quote templates set up, you can create a new quote using that template on-the-go using Clik Remote. Navigate to the ‘Quotes’ tab in the main menu.

Click on Add > New Quote (Template).

You will then be prompted to select the template. This will display the available templates that have been set up in Clik Service. Select the template you want to apply to the quote and click ‘Ok’.

You can now fill out the remaining details required for the new quote.

This is part of update v6.0.82, make sure your site is updated to get the latest features and improvements.

Published: November 2019
Last Updated: February 2020