Quote Template

Header Details:

Name - Give the template a unique name for easy recognition.

Organization - Use this to define how the item will be organized. Options are Item Category, Product Type, and Item Name.

Titles - If selected, titles of categories or product types will be displayed for the items

Grid Details:

Section Name - Give each section a unique name for easy recognition.

Quote Page - Clicking this field will open the Quote Page Builder screen.Use this field to create a file relevant to the Section Name.

Titles - If selected, titles of categories or product types will be displayed for the items

This screen is used to create the building block for a quote which gives a level of organization when putting together a certain quote. When Quote Template is assigned to a Quote, that quote will have to be built based on the specifics and attachments defined on the template.

Open the screen from Sales folder | Quote Templates menu. If there is no existing record yet, it will open a new Quote Template screen.

Field Description

Open the screen from Sales folder | Quote Templates menu. If there is no existing record yet, it will open a new Quote Template screen.