FAQ ID # 921
Quote Template Selection
Last Update : 2018/07/31
Rating : Not Rated
Add to favorites
Print this FAQ

Question / Issue
How to Change a quote template during the quoting process

Answer / Solution

This feature provides the ability to change the set of quote defaults when starting a quote or in the middle of a quote. The agent will select the desired template from the drop down feature.

Once the template is selected - you will be asked to choose how you would like the template to be applied.

1) Overwrite Unmodified Fields

  • This selection will update all fields that have not already been changed with the desired quote template

2) Overwrite All Fields

  • This selection will update all fields even if agent has made a change with the desired quote template

3) Only change question layout.

  • The options allow the template to be changed in the middle of the quote if needed without losing already entered information.
  • Example: The new template selected may have specific attributes or questions hidden in additional attributes and these questions would be moved per template design.

Direct Link to This FAQ

quote template, defaults

Back to Top