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