To see more information on QuoteMachines' new dashboard, click here.
One of the features of QuoteMachines' new dashboard, is the ability to create a quote template. Different from the quote design templates, these can include products. This is a practical feature if you often send out quotes with the exact same set of products.
First, select the configure option.
Then, add a tile.
Now, select Action tile, and 'Clone Quote'.
Then, select the existing quote you wish to use as your clone. You can give it a new label, and then click create tile.
The quote template is ready to use. When you select the tile, you will be prompted to select a customer.
