Customers and sales · 3 min
Use a trade template
Start from an estimate structure for your trade.
Screenshots and button names reflect the French interface supplied with this guide.
- 1
Open Modèles métier
Browse templates or search for a trade.
- 2
Select the template
Read the description and checklist, then select Préparer une soumission.
- 3
Customize the items
Choose the customer and adapt descriptions, quantities, units and prices.
- 4
Review before sending
Check the work and total, save the draft and send it from its record.