Adding Quote Line Items From Templates

Quote item templates enable rapid creation of complex quotes with multiple items and add-ons.

To add/create quote line items from a template:

1. Open quote details.
2. Go to Quote Summary.
3. Click Add From Template.
4. Select template to use (the template must be active and valid).
5. Check Delete current quote items if all prior items are to be deleted (otherwise, new items will be appended to the quote).
6. Click Add From Template.