FAQ ID # 240
Last Update : 2016/07/25
Rating : Not Rated
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Question / Issue
How do I set a Quote Template default for an individual user?

Answer / Solution
    • To set a Quote Template for an individual user, you will need to log in as that user.
    • Go to the Gear menu and select Preferences.
    • Under User, in the Quote Entry section, choose the line of business, set the State and select your quote template name from the Quote Template entry field.
    • To exit the screen, click on the Save button and then hit the Close button and then Close again.


After creating a Quote Template, it can be selected for use by an individual user or set to be used by all users.

To learn how to set a Quote Template to all users – click here

Related FAQs
How do I create a quote template (set my own default entry fields)?
How do I edit a quote template?
How do I delete a quote template?
How do I apply an existing quote template to all users?

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Quote Template default for individual user

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