Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Contents
What are Templates?
Definition
Templates are preformatted documents. Templates serve as starting points allowing you to quickly and easily create new documents.
How can I use Templates?
Use Templates to save time and maintain document consistency and clarity while customizing the parts that relate to your specific transaction.
Where can I find Templates?
Navigating Templates
- Email offers the use of Email Templates. Visit Email for more information.
- Quote Maker offers the use of Sales Quote Templates. Visit Quote Maker for more information.
How can I use Templates?
Email Templates
When creating a new email, or replying to an email, you have the option to use an Email Template.
Email Templates are available when you are composing email.
Click Apply Template to select an Email Template.
Visit Email for more information.
Figure 1. Selecting an Email Template.
Quote Templates
When generating a quote for an Opportunity, use Quote Maker to quickly create a preformatted quote to send to your contact.
Quote Maker is located on Opportunity Records. Visit Quote Maker for more information.
On the Main Menu, click Opportunities > List All Opportunities > Opportunity to use for Quote > Quote Maker
Figure 2. Quote Template.
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