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FAQ ID # 241
Last Update : 2016/08/02
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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?

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Quote template for each state

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