How to Add a Quote Options Template

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

1.) First you must create a quote package for the particular job/quote

2.) Once the quote package has been created, click on the Template Maintenance tab and click New

3.) Once you click on new, you will be able to select the name of the template and than click okay to proceed

4.) You will now be prompted to select the document pages as well as any other line items/check boxes you'd like to see. Once you are finished, please click Save

5.) If you hit the template drop down, you will see your newly created template,

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