Introduction

To create a quote in Sportrick you will need to create one (or more) quote templates beforehand.

This will help differentiate between different types of quotes, for example a beauty quote or a physiotherapy quote. 


Creation

 

Click on Settings -> Quote Template -> Add Quote Template and specify:

  • name
  • numerator: numerator associated with the quote template (optional). All the quotes linked with this numerator will be numbered automatically according to this numerator.

Don't forget to save changes!


Important: the button Delete will delete the quote template but it can only be used if the quote hasn't been added to a user profile. Conversely, the quote template can be stored (Edit -> Store). This means that it will no longer be in use but it will be kept in the system for record purposes.