My Example CRM

The Quotes Template page will load

In the folder you want to create the new template, click the New Custom Quote + button

1. To create a new folder, select New Folder + in the top right-hand corner

In a new tab the New Quote Template will load

Complete Order Details by adding in line items as needed from your catalog

At the bottom of the screen, click Create Template

Your template will now be saved to the designated folder and available for future Quote building

1. Log into your account
2. From the menu, choose Quotes
3. At the top right, click Templates
4. The Quotes Template page will load
5. In the folder you want to create the new template, click the New Custom Quote + button
 1. To create a new folder, select New Folder + in the top right-hand corner
6. In a new tab the New Quote Template will load
7. Complete Template Details
8. Click Next 
9. Complete Order Details by adding in line items as needed from your catalog
10. At the bottom of the screen, click Create Template
11. Your template will now be saved to the designated folder and available for future Quote building

Use templates to save time when repurchasing items for similar projects

Create a Quote Template

Find answers and get help from Intercom Support and Community Experts

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