Item Templates

Create Item Templates of line items for eQuotes to avoid repeated manual entries.

  1. Click on your company name on the top right corner and click on settings.
  2. Click Item Templates
  3.  Click + Add Templates
  4. Enter the template alias, then enter the line items' name, price and quantity. You can add as many items as you want.

    Screen Shot 2024-06-10 at 2.34.10 PM
  5. Click Save Template.