Log in to your account
From the menu, select Contractors
Locate and select the contractor you would like to assign template(s) to
The contractor's details page will load
Select Quote Templates from the tab panel located below their information
If no template folders are listed, you must create one by selecting New Quote Folder + before adding in a Quote Template
Locate the Template Folder that you would like to add the Global Quote Template(s) to
Select Add Global Template +
From the dropdown menu below Select Global Quote Template Folder, locate and select the Global Quote Template Folder you would like to choose a template from
From the dropdown menu below Select Global Quote Templates, locate and select all the templates you would like to add
From the dropdown menu below Select Contractor Folder To Copy To, locate and select the folder you would like to add the templates to
Your contractor will now be able to to access the Quote Template in their CRM account
Use the Add Global Quote Template + button when you want to add an existing template from the Quote Template Library to the contractor's template folder. If you would like to make changes to the Quote Template before giving access to the contractor, you may do so during this step. If you want to alter the Global Template for everyone, you must do so under Quote Templates Library.