Quote templates enable rapid creation of complex quotes and product bundles with many items and add-ons:
- Templates represent lists of new items, rather than entire quotes. They can be used to populate a blank quote or be appended to an existing one.
- Templates can only contain New line item types.
Template management is available via Quote Item Templates tab as well as menu item in the Nextian Product Management app.
Each template has the following information:
| Field | Description |
|---|---|
| Name | User assigned template name (the name does not have to be unique). |
| Active | Checked if template is active. Only active templates can be selected when building quotes. By default, new templates are inactive. Invalid templates (see below) cannot be activated. |
| Is Valid | Auto-calculated flag, checked if the template is valid: all required fields are provided, XML for the template definition is provided and is valid. |
| Line Item Count | Auto-calculated, total number of quote items in the template (including add-ons). |
| Description | Optional, user-provided description of the template. |
| Quote Item Template Definition | Element structure definition in XML. XML is best generated using Update From Quote action which will create a template based on an existing quote. |
