Create Template from Current Quote

 

The Create Template from Current Quote dialog appears when you choose the Template from Current option with the Create menu of the Quote tab.

 

Figure 28: Create Template from Current Quote dialog

 

The following fields and functions are available within this dialog.

 

Field/Functions

Description

Template Name

Provide the name of the new template (up to 64 characters). You can utilize the template to create a new quote through the Quote from Template option within the Create menu of the Quote tab.

Manage templates through the Quote Template Setup.

OK

Press OK to add a new template under the provided Template Name to your system.

Cancel

Close this dialog without creating a new template.