Create a list of Quote Templates

Question

How do I view  a list of my quote templates?

Answer

We treat quote Templates like any other quote, but it's a special type of "Quote Type". To view all your quote templates:

  1. On your Quote page, click on the Options... button
  2. Click on the Add Filter button
  3. Select filter type of Quote Field, select quote field Quote Type and then click in the check-box in front of Template
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