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Listing Templates

View and manage your list of Quote templates to ensure that they are accurate.

Using this guide, you can:

 

Manage your Quote Templates 

Over time, you may have a long list of Quote Templates that you may be using. Using the List Templates screen you can manage them!

To view your list of Quote Templates:

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

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  2. Select Quotes and choose Quote Templates.

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  3. This will pull up the List Quotes Templates page where you'll find your list of current active Invoice Templates.

There are a variety of details available on this list, which you can use to keep track of and manage your Templates:

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  1. Add Quote Template: Click this button to start the process of adding a Quote Template.
  2. Quote Templates: Below are all the different quote templates that have already been created (note: some of them might be created by default). 
  3. Search Title: Search for a Quote Template by title. 
  4. Clone: Clone an existing Quote Template.
  5. Edit: Edit an existing Quote Template.
  6. Delete: Delete an existing Quote Template. 
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