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How do I create a quote based on a model quote?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

When creating a quote, you can start working from a blank quote, or you can import a model quote into the quote to speed up the process.

1. To do this, after selecting the account you are creating a quote for, click on "Add content" and then choose the option "Content of model quote".

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2. In the pop-up that opens, you will now get an overview of all the existing model quotes that you have already created. You can do the following here:

  • Possibly change the language.

  • Check the model quotes that you want to import into the new quote.

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3. This action will import all the content of the selected model quotes into the new quote you were creating. You can now still make further changes and/or import other model quotes into the quote.

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