Using a template

Once you've created a template (see Create service bundle templates), you use it directly while building a quote. The whole set of services lands in the room in one go.

Step by step

1. Open Offers → New offer (or edit an existing quote).
2. In the Rooms section, add a room and name it (e.g. Bathroom).
3. In the room, click the action that adds a template.
4. Pick the template from the list. Bulido shows the name and the number of services in the bundle.
5. Confirm.

Every service from the template appears in the room with current prices and units from your catalog.

Bulido confirms with "Template applied".

What happens with prices and quantities

• Prices are pulled from your current catalog at the moment you apply the template. If you change the catalog later, prices in existing quotes don't change. The template locks in prices at the moment you apply it.
• Quantities: services with auto-quantity (e.g. Wall area) automatically calculate the quantity from the room's dimensions, if you've entered them. The rest land with a default quantity for you to fill in manually.

Modifying after applying

Once the template loads, the items become regular services in the room. You can:

• Edit: change the price, quantity, or name for this specific quote.
• Remove: if a particular item doesn't fit this quote.
• Add new: through Add service or Add custom service.

Modifications don't affect the template itself or the catalog.

A practical sequence

Fastest way to build a quote with templates:

1. Add a room with a name.
2. Enter dimensions (width, length, height) so auto-quantity works.
3. Apply the template.
4. Check that the quantities are right; tweak whatever doesn't fit.
5. Repeat for additional rooms.

In practice, a four-room quote with templates takes 5–10 minutes instead of 30+.

What's next

• Create service bundle templates
• Create an estimate and send a quote