Updating prices on quote templates

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Question

I updated my price list but the changes aren't reflected on my quote templates

Answer

You need to edit your quote templates and click on the Update Prices button.

To view all your quote templates:

  1. On your Quote page, click on the Options button
  2. Click on the Add Filter button
  3. Select filter type of Quote Field, select quote field Quote Type and then click in the check-box in front of Template

Modify quote templates by clicking on the quote name and selecting View Quote….

Delete quote templates by clicking on the quote name and selecting Delete.

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quotes quotes Delete
price price Delete
templates templates Delete
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