When creating a Quote, you have the ability to add Quote Template content and/or edit Quote Template content by clicking on the accordion section for Cover Page, Cover Letter or Appended Content to make the required changes. If your User Type has the necessary permissions, you can opt to save the content to the Template to be used for all future Quotes created using that template.
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​Cover Page

Cover Letter

Appended Content

If you've already added Quote Template Content and need to make changes on a Quote-by-Quote basis, you can utilize our Override Quote Template Content feature.
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