Estimating - Opportunity Templates
  • 27 Jul 2022
  • PDF

Estimating - Opportunity Templates

  • PDF

Opportunity Templates Search List Screen

An opportunity template enables you to create and save an opportunity search that serves as a base template available to use by other users within their company. Any opportunity that is saved as a template can be accessed from the Opportunity Template Search List screen.
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Notable Information
Navigate to the Opportunity Templates by going to Estimating and selecting Opportunity Templates.
image.pngPreviously, Opportunity Templates could be found under the Estimating menu as Opportunity Template.
Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save.
1. Search for an existing opportunity template.
2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen.
3. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excell (All View).

Opportunity Template Details Screen

You can define and change the default information that is required from a user when they are creating an opportunity. Click here for more details.

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Notable Information
1. Add a New opportunity template.
image.png2. Within the New Activity window you will see the option to create a New Appointment or a New Task  Click on the More menu to add a New Issue, New Email, or a New Milestone
3. Click on the Division hyperlink to be directed to the Lists Search List screen of the Application section of the Administration menu.
image.png4. Click on the icon (image.png) next to the Estimated $ field to View Estimate
image.png5. Click the Sales Type hyperlink to be directed to the Sales Type List Search List screen of the Application section of the Administration menu. 
image.png6. Click on the icon (image.png )next to the Invoicing Type field to view or modify the Invoicing Information
7. Add or Remove Tags. image.png
image.png8. You can add an Attachment via a File Upload (image.png), Take a Picture (image.png), Search Existing Attachments (image.png), or Drop files (image.png). Click this iconimage.png to view your attachments. 
image.png9. Create Proposal Descriptions using the rich text editor that is now fixed to the screen. Note the following modified or new rich text editor options: 9a. Reset text format. 9b. Add a Token. 9c. Maximize and minimize your text box.
image.png10. Create Opportunity Invoice or Estimator notes using the rich text editor that is now fixed to the screen. Note the following modified or new rich text editor options: 10a. Clear text format.10b. Add a Token. 10c. Maximize and minimize your text box.