• To set a Quote Template for an individual user, you will need to log in as that user.
• Go to the Gear menu and select Preferences.
• Under User, in the Quote Entry section, choose the line of business, set the State and select your quote template name from the Quote Template entry field.
• To exit the screen, click on the Save button and then hit the Close button and then Close again.

After creating a Quote Template, it can be selected for use by an individual user or set to be used by all users.

To learn how to set a Quote Template to all users – click here