Quote Templates are predefined Quotes with Quote Items. Selecting a quote template will do the following:
- Take all Quote Template Items and add them as Quote Items to the quote.
- Once all the Quote Items have been added to the Quote, the Quote Items can be reordered and modify pricing, quantity and other configurations.
- Additional Quote Items can be added after selecting a quote template
- The pricing of all Quote Items will update the Quote totals included tax.
- Quote Templates and Quote Templates Items are downloaded when the user first signs into the app.
- Quote Templates can only be selected for a new Quote. Existing Quotes cannot have their Quote Template changed.
- When creating a Quote and a Quote Template has been selected, changing the Quote Template will clear all existing Quote Items and add the new Quote Template Items as Quote Items