How to modify quote template products

In this article, you'll learn how to use a template when building a quote and how to replace products within that template.

Step 1:

Start by creating a quote.

Step 2:

Next, select your quote.

Step 3:

Choose the type of quote and select the import template option.

Step 4:

In this example, we've selected the Backslash service, which comes with some predetermined items. To replace a product, navigate to the replace product icon.

Step 5:

Search for your desired product, select it,

and then click on the change material button.

You'll notice that the material has now been switched.

Step 6:

You're able to repeat this process as needed.

Step 7:

You also have the option to choose the stock type, vendor,

and private category.

After making your selection, click on change.