Make all of my quotes have the same products and text

Question

We have four different types of quotes we do over and over, I'd like to make it easy for my sales people to create a quote with all of our products and text on them without having to copy, paste, and choose products.

Answer

To make all of your quotes look consistent, and to set up the text and product line items ahead of time, you'll want to use a  quote template

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