The Boru VTiger Quote Templates streamline your quote creation if you frequently do similar quotes/bundles.
First you open an existing quote that you want to turn into a template
- Click “Create Template” to memorize it
- Select the quote fields and custom fields that you want to memorize as part of the template
- Memorize the products/services listed in the quote as well if you wish
Later, you can use this template with a different prospect
- Go to the contact and create a quote
- Select the quote template from the pull down
- All the memorized fields, products and services will appear. You can still modify anything on the quote as needed.
If you are doing repetitive quotes, this will streamline your quoting process quite a bit.