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Streamline Quote Creation in Quoter with Enhanced Template Editing
We’ve rolled out improvements to Quoter’s Quote Templates that make building and editing quotes faster and more intuitive. These updates bring the Template Editor in line with the Quote Editor experience, so everything feels consistent and familiar. Rearrange sections, update line items, and enjoy a faster, cleaner experience building templates too.
Quick video tutorial showing you what’s new with Quote Templates. You may have seen me say this previously, but something like dragging and dropping is truly better seen than read. Check out Ash’s demonstration:
Without further ado…
Why This Matters
These enhancements address common workflow challenges for Quoter users managing multiple quote templates (and if you’re not using multiple quote templates, you really ought to be). By matching the Quote Editor’s design, the learning curve on building templates is dramatically reduced, letting you move from setup to quote creation without missing a beat.
The enhancements give you the user:
Faster setup and editing of templates
Greater flexibility in organizing content
A cleaner, more consistent editing experience
Better visibility into the structure of your quotes
Quote Templates overview
The Quote Templates interface has been overhauled to match the look and feel of the Quote Editor. This not only simplifies navigation, but also makes it easier for new Quoter users to learn and experienced Quoter users to context-shift between templates and quotes with confidence.
The new Quote Template interface in Quoter
You can now:
Rearrange sections and section groups: Move entire sections or items simply by dragging and dropping them where you want.
Nest or ungroup sections easily: Drop a section into a group to make it selectable by a prospect, or pull it back out if needed.
Dragging an item into a Section Group
Move line items smoothly: Adjust your quote structure faster, using the same clean UI across both templates and quotes.
Identify source items at a glance: An icon indicates where each item originates, giving better visibility when editing complex templates.
Mousing over the source icon on line items shows where its coming from this Hardware item came from the Product Cloud Above it the Backup Disaster Recovery Services item came from HaloPSA
Drag ‘n’ Drop In Action
Picture adjusting your quote layout on the fly: you can pull in a hardware section above add-ons, or nest service options under a single group so clients choose just one on quote approval. Everything updates instantly, helping you tailor templates without manual rework. We have manifested a better way.
Try it yourself!
Explore the refreshed Quote Templates in your Quoter account today and experience smoother, faster quote setup. Please don’t hesitate to leave a comment on this post on our Community site; we built this because we feel it’s a better way to set up templates, and we want to continue to make Quoter better and better.
