Treatment Templates

Pre-configured templates speed up quote creation.

Template Components:

• Basic Information:
  • Template name
  • Treatment category (curtains, blinds, shutters)
  • Heading style
  • Description
   
• Calculation Settings:
  • Fullness ratio (1.5x, 2x, 2.5x)
  • Fabric orientation
  • Seam and hem allowances
  • Pattern repeat handling
   
• Options Configuration:
  • Drag-and-drop ordering
  • Value visibility filtering
  • Required vs optional options
  • TWC-linked options show blue badge
   
• Pricing Structure:
  • Per meter, per sqm, per panel, fixed
  • Labor charges (making, installation)
  • Markup percentages

Using Templates:

1. In quote builder → Add Treatment
2. Select template
3. Enter window measurements
4. System auto-calculates everything
5. Customize if needed

TWC Template Import:
For TWC-connected accounts:

• Import treatments directly from TWC
• Headings auto-created with fullness ratios
• Options and materials linked
• One-click import in template manager