Blueprints

A blueprint is a reusable quote structure: a named set of line items with quantities, pricing models, materials and markups already chosen. Adding a blueprint to a quote copies its line items in, so you never have to rebuild a repeat process by hand. Your organisation may also have preset blueprints to start from, marked Preset Blueprint. Blueprints are most useful once your materials, consumables and pricing models are set up.

How do I create or edit a blueprint?

1. Open Blueprints and choose New Blueprint, or choose Edit (the pencil icon) on an existing blueprint.
2. Give it a name and, if you like, a default material.
3. Add line items in the same way as on a quote, with a name, quantity, pricing model, material, markup and tax code (see How do I add a line item by hand?).
4. Nest line items under a parent item to group operations or build up an assembly.
5. Save. Changes only apply to quotes you build from the blueprint from then on. Quotes that already use it keep the line items that were copied onto them.

See also: How do I add a line item by hand?; How quote line items are structured