What import does
Import pulls a template pack from the library into your working template list inside Quotelixa Pro. The lines and structure from the pack land where you can use them on real quotes.
This website helps you browse and compare packs. The import itself always happens in the app, where your saved versions and backups stay under your control.
When to import a pack
Import when you have picked a pack that is close enough to start from, or when you want to bring in a second pack for extra lines you use often.
If you are still on Free, import waits until you are in Pro with an active subscription, because that is where template lists live.
Step by step: how to import a template pack
Follow this order in Quotelixa Pro. Exact labels on screen may vary slightly as the app updates, but the flow stays the same.
- Open Quotelixa Pro and go to the template pack area: the part of the app where packs are listed and where your own template list is managed.
- Find the pack you want. You can shortlist from this website first, then pick the same pack inside Pro when you are ready.
- Choose import (or the equivalent action your build shows) so that pack is brought into your working list.
- Wait for the import to finish, then open your template list and review what came in: sections, placeholder lines, example wording, and any default prices.
- Remove lines you know you will never use so the list stays short and honest.
- Edit wording, prices, defaults, and groups so what is on screen matches how you actually quote this kind of job.
- Save your own version once it feels right, so next time you open that list you are not redoing the same tidy-up.
- If you plan bigger changes or want a safety copy, export a backup. You can also export to work in a spreadsheet and import again later if that suits how you work.
What to do after import
Treat the first open as a check pass, not a race. If a line looks like an example, either delete it or rewrite it so you will not send it to a customer by mistake.
If you imported more than one pack, treat them as one working list: keep the lines that help, drop duplicates, and reorder so the quote reads the way you like to walk through it.
Save your version and export a backup
Saving locks in the work you just did so repeat jobs start from your version, not the raw pack.
Exporting is optional but useful before you gut a section or try a big rearrange, or when you want a file you can keep outside the app.