In Virtual Worlds One Price, you can control how your quotes are presented to customers. Customise your quote templates to reflect your brand, ensuring that every quote is professional, consistent, and tailored to your business needs.
Both company and branch administrators can download and customise Report Templates for your company. The company administrator can manage all templates across branches, while the branch administrator can only edit templates for their specific branch. To download and manage these templates, click on the Quote Management link in the One Price Portal and select Manage Quote Templates.
Accessing Quote Templates
1. Log in to One Price.
2. From the home screen, go to Quote Management and select Manage Quote Templates.
Customising Quote Templates
1. Select an existing template and click Download.
2. This will download the template as a .docx file. You may edit this document using word processing software to customise it according to your preferences.
Saving and Testing Templates
1. Once you have edited your document, select Choose File at the bottom of the Manage Quote Templates screen.
2. Select your edited document and click Upload.
| Note: The name of the revised Report Template file should match the name of the original version, as listed on the Manage Quote Templates screen. |