Personalise Quote Template is the template used for Quote Form and Quote Journey form. Users can modify the display of their template by using this form.

To create  your own template, do the following steps:

1. There are two ways for accessing the page:

  • From your project page, go to Pre-Construction tab > Create on Personalise Quote Template tile.
  • From your navigation bar, go to Pre-Construction Phase > Quote > Personalise Quote Template. Or type in 'Personalise Quote Template on the search bar located on the upper right corner of your portal.

2. You will be directed to the Personalise Quote Template form. Fill out the Template Name and other fields. 

3. Toggle the Hide/ Show button to display or hide the field from your template. 

4. Fill out the Cost Centres / Price Breakdown.
Note: You can add new rows for cost centre using the Add Cost Centre button.

5. Click Submit.

Did this answer your question?