Fieldmagic allows you to set-up your quote templates while working within a Quote. Please see the below steps showing how this is done. To learn more about Quotes and how they relate to Opportunities, you can learn more by reading this article.
Step 1: Create Quote within an Opportunity
Step 2: Define Quote Details
Set Up your Quote Group Headers and Line Items, as well as your Cover Letter as below:
Step 3: Save as Template
Step 4: Name Your Template
Give your template a name and save it.
Your template will then be available for future use when setting up quotes by selecting from the Select Template Drop-down menu in your Quote Builder as below:
Updating Quote Templates
To update any of your Quote Templates, navigate to your Settings Area and then Select Quote Templates to View and make any changes you need to:
