Question
We have four different types of quotes we do over and over, I'd like to make it easy for my sales people to create a quote with all of our products and text on them without having to copy, paste, and choose products.
Answer
To make all of your quotes look consistent, and to set up the text and product line items ahead of time, you'll want to use a quote template. Here' an article, including a short video, on how to create and use quote templates.
Creating and Using Quote Templates