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Creating Sales Quote Templates


The sales quote template library is a shared resource with all your colleagues, when you save a sales quote template everyone gets to see/use it (if their security settings allow them to use it).

So if you find yourself creating similar sales quotes over and over, or one which you think it could be reused by you or your colleagues, save it as a sales quote template!

To create a sales quote template follow these simple steps:

  1. Create a new sales quote as normal, add all the appropriate content/products and click Save.
  2. On the dashboard, click the dropdown arrow next to the Edit button revealing a sub-menu, select Save as template.
  3. Click Save and you've created your first sales quote template.

Each sales quote template is given a name and a description (to example when this template might be best used perhaps).

Managing your Sales Quote Template Library couldn't be easier. On the User Dashboard screen in the Content Libraries menu select Templates.

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