Create Estimates Using Templates on Mobile

Generate professional estimates quickly while on the move by utilizing templates that your team has set up in the CRM web application. This mobile feature allows your field team to maintain consistency in pricing and branding, and to create and send estimates in just a few minutes.

What Are Estimate Templates on Mobile?

Estimate Templates on mobile enable you to start a new estimate based on a pre-configured template that is managed in the CRM web app. The mobile app pulls these templates, allowing your representatives to generate consistent, error-free estimates without having to manually set up the layout, line items, or terms each time.

Key Benefits of Using Templates

Using templates offers several advantages that streamline your sales process:

• Time-Saving: Create new estimates with just a few taps using a pre-built template.
• Consistency: Ensure uniform branding, section layouts, and pricing formats across all team members.
• Mobility: Generate and send estimates from any location while meeting with clients.
• Seamless Access: Templates created on the web are automatically available for use in the mobile app.
• Professionalism: Reduce manual errors and present polished quotes to clients every time.

Availability and Prerequisites

Before using this feature, ensure the following requirements are met:

• Mobile App Version: Your CRM mobile app must be version 3.98.1 or newer.
• White-Labeled Apps: If you are using a white-labeled app, contact your account manager or support team to request the 3.98.1 update.
• Template Management: Templates are created and managed exclusively in the web app. The mobile app can use these templates but cannot create, edit, or delete them.
• Permissions: Ensure the user has access to the relevant sub-account and the Payments > Estimates section.

How to Create an Estimate Using a Template

Follow these steps to create an estimate from a template in the mobile app:

1. Log in to the CRM mobile app and select your desired sub-account.
2. Navigate to the Estimates module from the left-hand navigation bar.
3. On the Estimates homepage, you will see two tabs: Estimates and Templates. Select the Templates tab.
4. Choose the template you wish to use, and the app will open a new estimate pre-filled with the template's details.
5. You can then edit any necessary fields, such as quantities or pricing, before sending the estimate to your client.

Frequently Asked Questions

Q: Can I create or edit estimate templates from the mobile app?
A: No. Templates are created and managed exclusively in the web app. The mobile app only allows you to use existing templates to create new estimates.

Q: Are my web templates automatically available in the mobile app?
A: Yes. Any templates you create in the web app will appear under the Templates tab in the mobile app.

Q: What versions of the app support this feature?
A: This feature is available in version 3.98.1 of the CRM mobile app and white-labeled apps that have been updated to this version.

Q: Can I modify line items after selecting a template?
A: Yes. You can edit supported fields, such as quantities or prices, on the new estimate before sending it.

Q: The Templates tab is not visible. What should I do?
A: Confirm that your app is version 3.98.1, you are in the correct sub-account, and you have the necessary permissions for Payments > Estimates. For white-labeled apps, ensure the 3.98.1 update has been deployed.

Q: Do attachments from the template carry over to the mobile estimate?
A: Attachments follow the standard rules for estimates and templates. Please refer to the Attachments article for specific details and limitations.

Q: How can I enable clients to accept and pay for estimates instantly?
A: Use the Direct Payments feature for estimates on mobile, which allows clients to accept and pay in a single workflow.