All Users

  • Templates have been improved to allow for more flexibility to create a template for yourself or one that can be accessed by your colleagues. Depending upon your role within QuoteFast, you may see more options in the View Scope area. You can also add optional keywords that can be used later when searching for a template.


    Template


    Once you have the item(s) from your template selected, you can click the Save as Project button to instantly create a new project from the template items.

    Save as Project


Distributors Only

None

US and/or International Only

None.

Canada Only

None.