Templates can be created in the quote tools and are stored in the template list for your convenience. For instructions on creating a template, click here.

Quote Templates

  • To search for a specific template start typing in the Find box.
  • Click a column header to sort the list in ascending or descending order.
  • To auto-fill template information in a quote form, click Use.
  • To auto-fill template information in a quote form each time the tool is loaded, click Set as Default.
  • To permanently delete the template, click Delete.

Did this answer your question?