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Add Selection Question Data To Template In ReadyTeam

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Quick guidde​

This demo showcases how to add selection question data to a template within Readyteam.

Go to app.readyteam.ai​

1. Select User Section​

Click the user section to begin configuring your template settings.

Select User Section

2. Open System Settings​

Navigate to the System Setting area to access template configuration options.

Open System Settings

3. Access Template Setup​

Click Template Setup to manage and customize your templates.

Access Template Setup

4. Select Selections Questions​

Choose Selections Questions to add or modify selection data within your template.

Select Selections Questions

5. Choose Template​

Select the Roofing Template to update its selection questions.

Choose Template

6. Create Selection Tag​

Click Tag to begin adding relevant tags to your selection questions.

Create Selection Tag

7. Enter Tag Name​

Click Tag Name to specify the tag details for your selection question.

Enter Tag Name

8. Add New Tag​

Click Tag Name to specify the tag details for your selection question.

Add New Tag

9. Proceed To Next Step​

Click here to continue configuring the selection question details.

Proceed To Next Step

10. Select Line Item​

Click Lineitem to specify the item associated with your selection question.

Select Line Item

11. Enter Description Field​

Enter Description that describe the line item.

Enter Description Field

12. Select Trade Type Option​

Select trade type from the list of trade types options.

Select Trade Type Option

13. Enter Quantity​

Enter Quantity to specify the amount related to the selection question.

Enter Quantity

14. Select UOM​

Select Unit of Measurement from the available UOM options.

Select UOM

15. Enter Unit Cost (ex)​

Enter Unit Cost to specify the cost per unit for the selection.

Enter Unit Cost (ex)

16. Select Catalogue​

Click here to proceed to additional selection question options.

Select Catalogue

17. Add Selection Question​

Click Add to finalize and save the selection question data to your template.

Add Selection Question

This demo demonstrated how to efficiently add selection question data to a template in Readyteam, enabling streamlined template customization. Start enhancing your templates today to improve your workflow and data management.