> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oncoeverything.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quote templates

> Save the quotes you write often, and fill a new quote in one click.

A template is a saved starting point for a quote: a scope, line items, a delivery time and terms. Find them under **Quote templates** in the sidebar.

![The quote templates page](https://mintcdn.com/oncoeverything/UEKRQw1m7FgJs3Iu/images/screens/templates.png?fit=max\&auto=format\&n=UEKRQw1m7FgJs3Iu\&q=85\&s=f2a215f53a8262d46057f5d5fcf58c2d)

Quote templates

## Make a template

**1. Click New template**

A panel opens.

**2. Fill in the fields**

**Name** (for you, the buyer never sees it), **Scope**, **Line items**, **Delivery, in days** and **Terms**.

**3. Click Save template**

It now shows in **Start from a template** on every new quote.

To change a template, click it in the list. Edit the fields. Click **Save changes**. To remove a template, click **Delete**.

> [!NOTE]
>
> A template only fills in the form. Changing or deleting a template does not change quotes you already wrote. You set how long the quote link stays open on each quote. The template does not set it.


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