Boru Quote Template User Guide

  • Create Quote Template
    • Open any Quote in vTiger
    • Click “Create Quote Template” in the “Actions” area
    • New window will pop up and you will be able to create a “Quote Template” from the existing quote.
      • Select the fields you want to save in the template
      • Enter “Template Name”
      • Save the Template 

  • Create Quote Template
    • Open any Contact/Organization in vTiger
    • Click “Create Quote From Template” in the “Actions” area
    • Select the template you just created
    • Once you hit select, it will open a new Quote window with all the fields/products pre-filled from the “Quote Template”. Save the quote and it will be linked to the record.

 

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