Quote Templates save time and ensure consistency by standardising how quotes can be created and can be done through the Web Portal when creating a new Quote.
Once a new Quote has been created, you will have the option to Save as Template. When saving a Quote as a template, all quote content is stored except variable details such as Customer, Location, Quote Date, Due Date, and Quote Number.
Once you select Save as Template, you will be able to choose the fields that are to be included when creating a new quote for the specific template under Template Settings.
Quote Templates can be managed through the Accounts menu > select the dropdown next to New Quote > select an existing template to view the details or manage templates to delete those that are no longer needed.
