Follow these steps to edit your Quote Templates:
- Go to Menu > Admin Options
- Open the Quote Template Editor
- Select your Project Type
- Select your Template
- Click Open
- Make all modifications within the quote (Changes made to your template will only affect future quotes)
Please Note: You can Toggle Rates without going into the Quote Template. This allows you to switch between using the rates in the Quote Template (including any adjustments or discounts) and the original Rate Card rates.
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