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Creating Quotes Using Templates

You can create and edit quotes quickly within Clik Remote using quote templates.

 

Before You Start

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).

This will then 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 up-to-date to get the latest features and improvements.

Clik Remote

Clik Remote

Quotes

Creating New Quotes
Clik Remote

Clik Remote

Quotes

Hiding Quotes By Status

Quotes

  • Hiding Quotes By Status
  • Creating New Quotes
  • Creating Quotes Using Templates
  • Accepting and Rejecting Quotes

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