Creation of boat proposal templates

1. Access to the initial setup

To get started, go to the app settings. Once there, you’ll need to fill in the basic information of the boat:

• Boat manufacturer

• Boat model

• Sale price

• Description

This data will be the basis of your template.

2. Boat setup

Once you’ve completed the initial information, you’ll be able to fill in the different sections related to the boat:

• Hull and structure

• Deck

• Engines and propulsion

• Steering and maneuvering

• Electronics and navigation

• Others

Within each of these sections you can:

• Add resources or elements of the boat

• Include images associated with each resource

By default, these elements will be marked as not optional. However, you can set them as optional and assign their corresponding sale price (RRP).

3. Image management

In the Images tab, you can add the general photos of the boat that will be used in the proposal.

4. Use in the boat configurator

Once the template is created, go to the Sales section and open the Boat Configurator.

4.1 Model selection

In the MODEL view, select the boat you want to create a quote for.

4.2 Configuration

In the CONFIGURATION view, you can:

• Include or exclude components

• Customize the proposal according to the customer’s needs

  

4.3 Summary

In the SUMMARY view, you must indicate the status of the boat:

• New order

• In stock

• Used boat

Depending on the selected option, different fields will be enabled to complete the information.

5. Generating the final document

Once the setup is finished, you’ll be able to:

• Generate the proposal PDF

• Print the document if needed

Recommendations

• Always check the prices before generating the PDF

• Make sure to include high-quality images

• Use the optional elements to offer flexible configurations to your customers

With these steps you’ll be able to create complete templates and generate professional proposals for your boats.