How to Add a Quote Options Template

This is a quick guide to show you how to add a quote options template!

1. Open an Estimate > Document screen

2. One the right hand side of the screen, click Template Maintenance:

3. Click 'New'

4. Enter the name of the template and select the correct document for the template to be applied to:

5. Select pages and item categories associated to the template:

6. Template will be available for use upon selecting the correct Document Template Quote Package:


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.