Do you often sell the same services for your afterworks? Are your quotes for study days quite similar?
To save time and avoid re-entering repetitive information, Booking Shake allows you to create offer templates (quote templates) in your Product Catalog.
Here’s how to do it, step by step:
Go to your settings,
Then click on the "Products" tab,
Next, click on "+Add" and then "+ Offer Template".
In the window that appears (below), enter the name of the template in the "Title fr" field, and select the products that make up this template from the dropdown list in the "Products" field.
Note: It is essential to have previously created all your "simple products".
5. Once all products are selected (as shown below), click "Save".
Your offer template is now created! You can easily find it in your product catalog under the "Offer Templates" tab, as shown below:
Once your offer templates are created in your product catalog, you’ll save time when creating quotes and invoices!
The icon (highlighted in red in the screenshot below) indicates that it’s an offer template:
Once the offer template is selected, all the products it contains will appear in the "Products" tab on the right, as well as in the preview of your quote/invoice on the left.
If the products are set to "Price per person", the quantities will automatically update as well.
Lastly, you can modify the services sold directly from the offer database by clicking on the product line you want to change or delete an extra line using the red cross.