Quotation Templates

View - Sales/Invoicing - Quotation Registration

Quotation templates are created in Quotation registration the same way a regular quotation is created, but without a given customer. You select Quotation template from the top right Status drop-down list. Later you can create many quotes by transferring it to group quotations. If you are creating a single quotation, it is recommended to duplicate an existing quotation by using the Duplicate icon from the toolbar.

Note! Quotations with status Quotation template must not be mistaken with document templates for quotations that you can use for printouts of type Quotations advanced.

How to create a Quotation