The sales quote template library is a shared resource with all your colleagues, when you save a sales quote template everyone gets to see/use it (if their security settings allow them to use it).
So if you find yourself creating similar sales quotes over and over, or one which you think could be reused by you or your colleagues, it is probably a good idea to save it as a sales quote template.
To create a sales quote template follow these simple steps:
- Create a new sales quote as normal, add all the appropriate content/products and click Save.
- On the Sales Quote Dashboard, click the dropdown arrow next to the Edit button revealing a sub-menu, select Save as template.
- Click Save and you've created your first sales quote template.