More Powerful Quote Templates

We've listened to your feedback and have made a number of improvements within our Quote Templates function to give you greater control.

Quote Templates can now be edited (no more duplicating and re-saving!) and include more options for customisation and control:

• Lock sections to ensure consistency within your agency
• Enable or disable the use of Custom Items
• Allow or block prices from being overridden
• Grant access to templates to specific agents or users within your agency
• Download a preview of your quote template

We've also added new reporting to see the usage of quote templates, and the ability to filter your Overviews > Quotes page by the quote template used to create the quote.

Read more about out Managing your Vendor Quote Templates here.