PO Templates
PO Templates Library & Managing Contractor PO's
3 articles
Assign a Global Quote Template to a Contractor's CRM accountLoad a Global Quote template to your contractor's CRM account to get them ordering ASAP.
Assign a new Quote Template to a Contractor's CRM accountCreate and assign a new custom Quote Template(s) to a contractor's CRM account to get them to ordering ASAP
Can I duplicate a template?Duplicate a template in order to save time when creating similar templates with small differences.