Dealing with documents means making small modifications to them every day. Occasionally, the task runs almost automatically, especially if it is part of your day-to-day routine. However, in some cases, dealing with an uncommon document like a Service Quote Template can take precious working time just to carry out the research. To ensure every operation with your documents is easy and quick, you need to find an optimal modifying solution for this kind of jobs.
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This tutorial demonstrates how to apply a quote template to easily create quotes for similar services. By accessing the quote templates in the quotes module, users can select a template, input customer information, and generate a quote with predefined values. This streamlines the process and saves time by eliminating the need to manually enter details for each quote. Simply select the template, input customer information, and save the quote.