Overview
Your branch can now pre-load templates to your Quote Templates Library, which means they appear in your Quote Templates list automatically. You can copy any pre-loaded template to your account and customize it without affecting the original.
How to find pre-loaded templates
Log in to your CRM
Navigate to Quotes from the main menu
On the right-hand side, select Templates
Choose the tab labeled Preloaded
The templates available have been made available by your branch
How to copy a template to your account
Click the 3 dots on the right-hand side of the line item (template) you wish to copy
Click Copy
A slide-out menu will appear
Title the template
Enter a description, if you wish
Select the folder to copy it to
Click the Copy Template button
The template has been copied to your folder!
Make edits to the template as needed by locating the folder and opening the template
What to know
• Your edits to a copied template do not affect the original branch template.
• You will receive an automated notification when your branch adds a new pre-loaded template.
• If you expect to see a template but cannot find it, contact your branch administrator to confirm it has been enabled for your account.