If quotes that you create are very similar, you can save a tremendous amount of time by creating a template of that quote so that the next time you need to create a similar quote, you can easily select the template to start with. Using templates is also a great way to ensure consistency in your quotes especially for new salespeople.
The office administrator can setup templates in advance that reflect the common types of quotes that are generated for customers. Then, the salespeople have a great head start when they use the templates since they will just be making adjustments to the existing quote rather than creating it from scratch which leaves less room for error.
