By using this website, you agree to our Terms of Use (click here)
We regularly create CRM quotes for the same selection of items. Is there a way to create a template(s) for an opportunity or quote so that we don't have to repeatedly enter the same set of information for different customers. Please see quote attached, we quote this same or very similar set of items many tomes over.
Any help or suggestions would be greatly appreciated!!
Thank You!!
If you use "Save As Template" option under the clipboard, you can name and save it as a template. Once saved it will show up as another option under the clipboard. If you have information that you want variable, such as dates or customer/accounts/contacts, you can delete those from the grid in the template screen.
Good Morning,
Thank you so much for your help with this, this is going to save us a ton of time!!
Kind Regards!!
JMM