Manage Quote Templates
- You can create reusable quote templates with specific products, prices and layout for your most frequently requested items.
- Templates save time by letting you create quotes for repeat orders without re-entering product information every time.
- Click 'Templates' on the left to open the interface:
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- The interface shows all templates added to Quote Manager and lets you add and manage new templates.
- Use the search box to find specific templates
Visit the following sections for more help: