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

Creating an Action Tile to clone an existing Quote!

Ash avatar
Written by Ash
Updated over 11 months ago

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!

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