Help centre / Job Requests & Quotes

Markup templates

Saving and applying your standard margin presets.

In any quote builder (Quotes module, request in-house quote) the markup fields have a Templates menu. Save the current Tier A / Tier B percentages with a name (e.g. 'Standard 15/10', 'Emergency 25/0') and apply them in one click later. Templates are shared across your team.

Tip: name templates by scenario rather than numbers so juniors pick the right one; review margins in Markup analytics quarterly.

Related: Add quotes to a request · Markup analytics