Products and services
Preload the usual products, labour, setup, training, support, freight or other charges.
Quote templates
Start with a quote template, then change what the customer needs.
Preload the products, services and settings for sales you repeat instead of building every quote from a blank page.
Build common quote packages once
If your team sells the same package each week, the starting quote shouldn’t depend on someone remembering every item and setting. A Quote Form Template can fill in the common products, services and quote details, ready for the salesperson to adjust.
A quote template can set
Owner and stock location
Send the quote to the right salesperson or team and use the correct location for stock and pricing.
Quote presentation
Choose the Web Quote, PDF, email and SMS templates that suit this type of sale.
Deposit and sales details
Set the usual deposit, dates and other quote fields so they don’t need to be filled in every time.
The template is a starting point, not a locked package
Add or remove items, change quantities, update the description and choose different options for the customer. Tall Emu still applies the customer’s pricing rules and shows the current stock, cost and margin.
Examples of useful quote templates
- Standard wholesale order
- Equipment plus delivery and installation
- Starter, standard and premium packages
- Machine service and common replacement parts
- Warehouse hardware, setup and training
- Annual maintenance or support renewal
- Standard manufactured product with common options
Two types of template, two different jobs
Quote Form Template
Builds the quote itself: products, services, owner, location, deposit and other quote fields.
Web or PDF Quote Template
Controls how the customer sees it: logo, colours, layout, wording, terms and the PDF document.
You can use both together: start with the right sale and send it in the right format.
Stop building the same quote from scratch.
Start with a complete, proven quote, then make the changes that matter for this customer.
Prefer to talk? Call 02 9299 9959 or talk to a real person.