The Boru Vtiger Quote Templates streamline your quote creation if you frequently do similar quotes/bundles.
First, you open an existing quote that you want to turn into a template:
- Click “Create Template” to memorize it
- Select the quote fields and custom fields that you want to memorize as part of the template
- Memorize the products/services listed in the quote as well if you wish
Later, you can use this template with a different prospect:
- Go to the contact and create a quote
- Select the quote template from the pull down
- All the memorized fields, products and services will appear. You can still modify anything on the quote as needed.