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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 a week 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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