The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
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:
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: