Help and Support » Guides » User Guide » Modules » Sales » Quotes » Quote Templates

Quote Templates

Tired of manually setting up Quotes/Proposals every time you start a Sale? Create Quote templates to mitigate navigating through each setting every time.

Using these guides, you can:


Brief Overview

Quote templates allow Admin / Sales staff to set up perfectly-crafted quotes with defaults around how much detail Clients can see on quoting and rules around layouts, logos and text. These templates will allow your sales team to simply pick quote templates from a list and have the settings and formats take effect instantly.

To find out where to start your Quote Templates: 

  1. Navigate to your Admin Configurations by selecting the Modules button on the top left and selecting Configuration.

  2. Select Quotes and choose Quote Templates.

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  3. You'll navigate to a your current List of Quote Templates, where it all begins. 
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