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Save Service Quote Template in JPG

Save Service Quote Template in JPG

Aug 6th, 2022

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How to Save Service Quote Template in JPG

4.9 out of 5

70 votes

In this tutorial, viewers learn how to apply a quote template to streamline the quoting process for similar services. The instructor demonstrates this by navigating to the "quotes" section and selecting "quote templates." Using the "basic service quote" template, the instructor shows how to create a quote quickly, which eliminates the need to repeatedly enter the same information. After selecting the template and clicking to create a quote, the materials and service amounts are automatically populated. The only additional step is to enter the customer’s information before saving the quote, completing the process efficiently.

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