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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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Manage Quote Templates
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To The Quote Manager Module
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About Comodo Security Solutions

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:



    • 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:

    • Create a New Quote Template
    • Remove a Quote Template
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