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Adding a Quote template to your Dashboard
Adding a Quote template to your Dashboard

Use a quote clone to quickly send common quotes

Tom avatar
Written by Tom
Updated over a week ago

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.

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