My Example CRM

From the menu, choose Purchase Orders

The Quote Template Builder will load

Click the red Quote Templates button

Make edits or search items you want to add to the Quote Template

Changes will auto save, when done click Exit Quote Template Builder

1. Log in to the CRM
2. From the menu, choose Purchase Orders
3. At the top right, click Quote 
4. Click New Custom Quote +
5. The Quote Template Builder will load
6. Enter in the Template Info
7. Click Next
8. Click the red Quote Templates button
9. Choose your Template Folder
10. Choose your Template
11. The template will load
12. Make edits or search items you want to add to the Quote Template
13. Changes will auto save, when done click Exit Quote Template Builder

Duplicate a template in order to save time when creating similar templates with small differences.

Can I duplicate a template?

Find answers and get help from Intercom Support and Community Experts

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