To see more information on QuoteMachines' new dashboard, click here.
One of the features of QuoteMachines' 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.
Navigate to your Dashboard
Click Configure at the top-left
Click Add a tile
Select the Action tile tab
Select Clone Quote from the Action dropdown menu
Create a Label for the Action tile
Select an existing Quote as your template
Choose the tile Color
Click on Create tile
Voilà! The quote template is now ready to use!
