Creating model quotes could be very helpful, so here are all the steps you have to follow to create a model quote:
- Click on Quote submenu from CRM module.
- Click on icon.
- Select the language, add name to the Template Name field, edit chapter's name by clicking on the , or add new chapters by clicking on the . You can also delete a chapter by clicking on .
- If you need, you can also select PDF options.
- Then add content to the model quote by clicking on Add Content, then select the given options too add your content. After this, click on Save.
You can also create a model quote for a specific quote:
- After step 1 from above click on a quote.
- Click on Actions then click on Model Quote
- Add a Template Name and change the informations or PDF options if you need to then click on Save.