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.

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