| Question / Issue |
 |
| How do I apply an existing quote template to all users? |
| Answer / Solution |
|
- Go to the Quote menu, select Quote Templates, choose Auto or Home, and then on the sub-menu, select Edit Quote Template.
- Note: You will be asked to close any open quotes(or to create a new Quote Template if you have none).
- A screen will come up and display all of your quote templates that you have created.
- Click on Load Template on the right side of the screen on the same line as the template name that you want to apply to all users. (*Note, if you have more than one state, you will need to select the applicable state).
- Your quote template will open into Quote Template Mode.
- Click on Save/Close Quote Template and select Yes when it asks to save your changes.
- The Quote Template Description box will appear.
- To apply this Quote Template to all of your users, check Apply Quote Template To All Users. The click on the Save button.
|
FAQ ID # 239
Add to favorites
Print this FAQ
