FAQ ID # 241 - How do I apply Quote Templates for multiple states?

FAQ ID # 241

Last Update : 2016/08/02
Rating : Not Rated

Question / Issue

How do I apply Quote Templates for multiple states?

Answer / Solution

After creating a Quote Template for each state:

Go to the Gear menu and select Preferences.
Click on User on the left side, click on Quote Entry, and then select Auto.
Select your state from the State dropdown and then from the Quote Template dropdown select your template.
Hit the Save button.
Repeat this process for each state.

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?
	How do I set a Quote Template default for an individual user?

Direct Link to This FAQ

http://www.itcdataservices.com/support/CMPWFAQ/?f=241

Tags

Quote template for each state