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Quote Templates

Quote Templates

Add, edit or delete quote templates for different types of quotes you create from EMAC.

In this article:

About Quote Templates
Creating New Quote Templates
Editing Quote Templates
Delete Quote Templates

About Quote Templates

You can create multiple quote templates for each template type for your business.

Template types are:

  • Quote Description
  • Inclusions / Exclusions
  • Terms and Conditions
  • Quote Acceptance

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Creating New Quote Templates

1. From the header select the  icon.

2. Select the Quote icon.

3. On the right side of Template type, select Edit.

4. Select + Add 'template type'

( See above for template types). 



5. Add template name to the Title field.

6. Add the description to the Description field.

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Editing Quote Templates

 

1. From the header select the  icon.

2. Select the Quote icon.

3. On the right side of Template type, select Show.

4. Select template name you would like to edit.

5. Edit the template.

6. Select the Update button.

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Delete a Quote Template

1. From the header select the  icon.

2. Select the Quote icon.

3. On the right side of Template type, select Show.

4. Select template name you would like to delete.

5. Select the Delete button.

 

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