When creating a quotation in Teamleader, you’ll be able to give it a different name than the default Teamleader naming of the word ‘Quotation’ + the deal number. Read this article to discover why this feature is important, how to change the name of your quotation and which variables and shortcodes to use in order to display your quotation’s name in your client communication.
- Default quotation naming in Teamleader
- Choose name while creating a quotation
- Rename your existing quotation
- Email templates for quotations + Templates for quotation layout
- Shortcodes on quotation document template
- General notes
The name of your quotation will be displayed on your deal detail page, in your files folder, as an attachment for outgoing emails, on mobile and so on. Renaming your quotation makes it possible for you to:
Give your own personal touch to your outgoing documents
Give your quotations a more descriptive title instead of ‘Quotation + deal number’
Default quotation naming in Teamleader
When you create a quotation without entering your own quotation name (cf. below), Teamleader saves the quotation name as "Quotation + Deal number" in the language of the contact person of the deal.
Example: If the language of your contact is Spanish, then the name of your quotation will be ‘Presupuesto X (deal number)
What if you change the language of your customer after creating the quotation?
The quotation will have the name in the language the customer had at the time of creation
You’ll need to manually change the name of the quotation afterwards
Names of future quotations for this customer will of course be in the right language
Choose name while creating a quotation
Create a quotation and fill out the items on the quotation
In the following screen, in the field ‘Name’, you can replace the default Teamleader naming of ‘Quotation + deal number’ and choose your own quotation name.
Rename your existing quotation
You are able to change the name of your existing quotation at any given time by following these steps:
Go to your deal page
Go to ‘Follow up on your deal’
Click on the 3 dots next to your quotation
Choose Rename and click on Save
Note: You can choose any name you want here, as long as the name isn’t longer than 80 characters, only contains letters or digits and doesn’t contain special characters except one of the following: _ or -
Email templates for quotations + Templates for quotation layout
In the email templates for quotations and the templates for your quotation layout there are a few variables you can use to talk about your deal or your quotation and give more information to your client.
Go to Settings > Deals to find these templates and click on the pencil next to a template to edit it and to display the available variables for the deal title and the quotation name:
Shortcodes on quotation document template
In Settings > Document layout > Quotations you can find the Word template for your quotation. Clicking on the button View shortcode list gives you an overview of the shortcodes you can use on your document template. These ones are especially relevant for the title of the deal, the number of the deal and the name of the quotation:
Note: The shortcode QUOTATION_NAME isn’t added by default on your quotation template, so make sure to add it if you want to display the quotation’s name to your customer. Consult our Template gallery here to find an example template template with the name of the quotation.
You are not able to search on the name of your quotation in the global search or in the search bar of your deal list
At the moment it’s not possible to rename other documents like invoices, work orders, orders,...