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
- Understand the List of Templates
- Create & Edit Templates
- Configure PDF Layouts
- Understand the Merge Fields options
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:
- Click the Settings button at the bottom of the Navigation bar.
- Select Quotes and choose Quote Templates.
- A view of current Quote Templates, will be listed.