You quote the same five jobs over and over. This turns the ones that won into starting points, so consistency and speed stop being a trade-off.
What's Included
- A template per common job type built from a quote that actually converted.
- Placeholders for the specifics so nothing generic ever reaches a customer.
- A win rate on each template so you can see which framing works.
- An assistant that suggests the closest template for a new enquiry.
How To Use
- Only promote quotes to templates after they win. Losing quotes are not a pattern.
- Keep placeholders obvious so nobody sends one unfilled.
- Retire templates that stop converting rather than editing them forever.
- Review the library quarterly against your actual mix of work.
Start new quotes in the quote builder, and keep the underlying prices right in the price book manager.