Templates let your company reuse the same scope of work for a service in every new quote request, and keep the contract templates you use to generate contracts.
Enterprise leaders create and manage templates. Property managers apply quote request templates when they create a quote request.
Where to find it
In the left navigation, under Manage, click Templates. If your company generates contracts in VendorPM, the page has two tabs: Quote request templates and Contract templates. Otherwise, the page shows only quote request templates.
Create a quote request template
On the Quote request templates tab, click New quote request template. If your page has no tabs, click Create new template.
On Core details, enter a Template name, choose a Service, and add a Template description. Use the description to tell property managers how to use the template. Click Continue.
On Scope of Work, under Select a method for vendors to submit pricing, choose one:
Build pricing table on VendorPM, then fill in the Breakdown of work.
Upload existing pricing document, then upload the document. Vendors will be required to fill it out and upload it with their quote.
Optionally, upload additional documents such as site photos.
Write the description of work, then click Continue.
On Review template, check the details and click Create template.
For some services, such as snow removal and window cleaning, the Scope of Work step suggests what to include.
One template per service
Each service can have only one quote request template. If the service you choose already has one, you'll see a warning on Core details. When you finish, you'll be asked Overwrite existing template? Click Overwrite template to replace the existing template, or Cancel to go back.
Find, edit or delete a quote request template
To find a template, search by quote request title, or filter by Service, Modified by or Creation date.
To see a template's details, click it in the list.
To edit a template, click Actions next to it and choose Edit template. Make your changes, click Save, then click Overwrite template to confirm.
To delete a template, click Actions, choose Delete, then click Delete template. This can't be undone.
Upload a contract template
On the Contract templates tab, click New contract template.
Enter a Template title and, if you like, a Description.
Under Contract file, upload the contract as a .pdf file smaller than 15MB.
Click Upload template.
To open a contract template, click the eye icon next to it. To delete one, click the trash icon, then click Delete template. Deleting is permanent and removes the template for everyone in your organization, but you can upload it again if you have a copy.
Use a template in a quote request
Start a new quote request and choose a service that has a template.
On the Scope of work step, answer Do you have a defined scope of work?
If your company has a template for the service, you'll see You have a [service] template available. Click Use template.
You'll see [template name] selected. Review the scope of work it filled in and make any changes you need.
Good to know
You can apply one template to a quote request.
A template's breakdown of work is added to any items already in your quote request.
If you answered No to Do you have a defined scope of work?, the template's pricing table and pricing document aren't added.
If you exit while creating a template, your progress won't be saved.
Contract templates are used when you generate a contract from the Contracts page or from an awarded quote request.