FAQ ID # 22
Last Update : 2015/03/16
Rating : Not Rated
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Question / Issue
How do I open a new quote from a quote template other than my default quote template?

Answer / Solution

Opening a new quote from a template other than the default template:

  1. Go to the Quote menu and select New Quote From Template.
  2. A list of all templates you created will display based on the Location and Agent listed at the top of the screen.
  3. Click on the Load Template link next to the template description that you would like to open.
  4. The template will then open for you to begin your quote.
  5. Depending on your rights set up as a user, you may be able to search and open a template that another location and user created. 

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