Creating a New Pricing Template

Pricing Templates are what drive your default pricing when adding products to an Order. You can create as many of these as needed.

Creating a Pricing Template

  1. Navigate to "Resources" > "Products" > "Products & Pricing"

  2. Click on the [+ Add Template] button

  1. This will add a new line to the Pricing Template table where you can enter in the Template Name

  1. After adding a name, click the [✓] button to save the new Template

How to set a Pricing Template as Default

  1. Select the Template Name from the table (it will be highlighted in teal with white text)

  1. Click [✓ Set Default]

The Default Template will always be highlighted in green

Last updated