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creating quote templates are a great way to save time when quoting to create a template select quotes then go into the quote options by hitting the three dots in the top right corner and create new template start off by giving your template a name you can then enter your quote description and line items once complete click save code templates can also be created from existing quotes go into the quote you wish to turn into a template click the three dots for options and copy to template again give your template a name edit the contents and save you