If you find yourself generating the same quote over and over again. It's time to think about using it as a blueprint instead. Re-create your winning quotes in just a couple of clicks.

After adding a few descriptive details, click "Create Blueprint" to use this quote over and over again.

Now let's see what our new quote blueprint looks like. Click "New Quote".

Click here to search for the blueprint you just created.

Click on "Create" to autopopulate your new quote with all the details from your blueprint. This will include everything from contract length to terms and conditions and more.

Your quote is now ready for you to use for your next winning deal!

Creating a Quote Blueprint