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How to add new Quote Templates

Community Regular
Best Answer

How do I add and save new template/ job outline when quoting?

I can't find where to save new templates to make quoting faster and not having to enter everything or cut and past for my popular projects.

 

thanks 

Gary

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Re: How to add new Quote Templates

Community Manager
Community Manager
Best Answer

Hey there @GMC you have the option to save your replies to make sending quotes a lot easier and faster. Check out our Help Center article Save my replies.

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