Create Quote Templates

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: May 06, 2024 by Maresa Rojas
1 min read

Quote Templates can help establish consistency with how your users are presenting Customer Quotes. These can also be beneficial for saving quick settings for the different types of quotes you may need to send out. Everything you save such as the Quote Header, Quote Footer, Cover Page Title, Sign Off Note and Settings can be saved for future uses.

(Located in the Quote Settings window in the upper right-hand corner when you double click on a quote in the Quotes tab of the BOM module)

  1. Create a New Quote Template

  2. Edit Existing Quote Template

  3. Delete Existing Quote Template

You must have the right to “Create / Modify Default Layouts for Entire Organization” as shown below.