You can create quote templates to make compiling and sending similar quotes easier.
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1. Creating a new quote template
There are three ways how you can create a quote template:
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Option 1 - from the quote template view:
- Go to Quotes > Quote templates
- Click +New
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Option 2 - when creating a new quote:
- Tick the option Save as a template
- Name your quote template
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Option 3 - from an existing quote:
- Open an existing quote you wish to use as a basis for your quote template
- Click Duplicate
This will take you to the quote modify view, which will already be pre-filled with data from the quote you're duplicating. - Tick the Save as a template checkbox
- Name your quote template.
2. Viewing and modifying quote templates
You'll find all your quote templates in the list under Quotes > Quote templates. Click on a template to modify or delete it.
3. Using a quote template
When compiling a new quote, just select the quote template from the drop-down list, and all the information will be filled out automatically.