---
title: "Using Templates to Create Quotations"
description: "How to use template to create quotations?"
url: https://support.agentcis.com/en/articles/96-using-templates-to-create-quotations
collection: "Quotations"
updated: 2026-07-16
language: en
---

# Using Templates to Create Quotations

How to use template to create quotations?

Quotation Templates in Agentcis are designed to save time and ensure consistency when creating service quotations for your clients. Once a template is created, you can quickly generate a new quotation with pre-filled details and make adjustments as needed to suit individual client requirements.

This guide walks you through how to create a quotation using a template, as well as how to customize, duplicate, edit, or delete quotations based on different scenarios.

### When to Use a Quotation Template

Quotation Templates are ideal when:

-   You frequently provide the same group of services to different clients (e.g., OSHC + Visa + Admission).
    
-   You want to standardize pricing and descriptions across offices.
    
-   You need to create quotations quickly while maintaining professionalism.
    

### Steps to Create a Quotation from a Template

**Step 1:** Navigate to the **Quotation Template** tab from the side menu.

![](https://staticfiles.gleap.io/ghelparticle/XpgD7WtMKd0tYupT49NymTn56Krfz1SPXkKAMlCQqQuefO15jvqiZzbsveMPBDobhyG4OIygoM7.png)

**Step 2:** Find the template you want to use and click **Use** under the **Actions** tab.

![](https://staticfiles.gleap.io/ghelparticle/UHk5CuVlv1xmvzR0UdFo4S7gEd0tjnfdUiz4xzvltahGpkuNtSZN5TA6bs3jHPqVTExurVKfmKC.png)

**Step 3:** Enter the **Client's Name** in the search field to link the quotation to a specific client.

![](https://staticfiles.gleap.io/ghelparticle/GsBgMMbe00fa3qIeMNg5Sa8AFTohPqSc5U4b6b98VsUWurGGvHJX5gnAjKhh7DI6paH57QOMisS.png)

**Step 4:** A **New Quotation** page will open with all the pre-filled information from the selected template.

![](https://staticfiles.gleap.io/ghelparticle/NolXHN2gbpVZyOwkkUq107QfqGTWPk4E128ojxJ3vuDRtqConIPimTlKcq5mSNhvRzjhB8t1ya4.png)

**Step 5:** Set the **Due Date** for the quotation. This helps you keep track of pending responses or follow-ups.

![](https://staticfiles.gleap.io/ghelparticle/KJPpThBtLzCXWq2ZPlNHmC5c64OoMIemxck8cGyd4vtYPi5lrcnaSZwCmtypsgzqIbgG7YZnhmk.png)

**Step 6:** Select the **Preferred Currency**.

**Tip:** If you change the currency, don’t forget to **update the exchange rate** to reflect accurate pricing.

![](https://staticfiles.gleap.io/ghelparticle/2glXptTIJ4VYjBSZnyNYJIJNA6BWLdtkuMuO1FF7pZhJ9kgqbkFLXJ5CuyzgTIWvTFmzZmbKP2l.png)

### Customize the Quotation for Your Client

You may need to tailor the quotation to fit a specific client’s needs. Agentcis allows flexible editing right within the quotation creation screen:

-   **Add or Remove Services:** Click the **box icon** under Product Info to add new services or remove existing ones.
    

![](https://staticfiles.gleap.io/ghelparticle/bD80CbPQF9Y26Ksu7cKWZWTRdiMVUKFUXwXEuUn6PzBQK82I8qX7ktb4rp0OKbzjUcuP0T8jVpH.png)

-   **Edit Service Details:** Click on any section you want to update, such as:
    
    -   Service Description
        
    -   Service Fee Amount
        
    -   Discount Amount
        
    -   Exchange Rate  
          
        These customizations ensure the quotation is client-specific while still saving you the effort of building from scratch.
        

### Finalizing the Quotation

Once all the required changes are made:

-   Click **Save** to save the quotation and return to the **Active Quotations** list.
    
-   Alternatively, click **Save & Create** from the dropdown if you want to immediately create another quotation.
    

![](https://staticfiles.gleap.io/ghelparticle/3ZgwjnnMYXZaDWjpzgf6rafL7J0uHpEgzq6Hmhf9fmWvZn18dbHh2424X3Q6mehi5VBm3t9hftF.png)