How to Create and Configure Proposal Templates in QuoteAnywhere

1.Click "Admin"

2. Click "Template Maintenance"

3. Click "New Template"

4. Click "Proposal" 
Please note, you can also do the same for contract documents.

5. Use the dropdown "Document Template" if applicable.

6. Fill in the required "Template Name."

7. Click "Create"

8. Toggle on or off the document pages to include in the template.

9. Click "Save". 
Note you could also click on "Document Items" at this step.

10. Click "Configure"

11. Click "Document Items"

12. Select the Document Items to be included and shown on the document. Each Item will have many sub-items to select with a toggle.

13. Click "Equipment" or other categories.

14. Click "Display"

15. Toggle on or off the document items within the category.  This process will be repeated throughout the document items.  Click "Save"