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Introduction to Quote Templates
To offer you complete design control, MasterQ uses Microsoft Word to create your quotes. A basic design/format is used as a starting point. We refer to these as quick-start templates.
The Quote Template is a Word document that is used to create new quotes. Think of it as intelligent stationary. The template consists of the design details of your quote, such as you company logo, or perhaps a second page of terms and conditions, or your name, title and signature as well as the detail from the quote. You can choose any fonts, colors or wording as you desire.
Quote Templates are Totally Flexible
When a quote is created using MasterQ, the Quote Template is the starting point. There are a large number of special details that will be automatically inserted into your quote as needed. You include special place-holders into your template and when the quote is created they will each be replaced by the appropriate values for that quote. You can view the entire list of substitution tokens from the Help|View Quote Template Substitutions command on the main menu.
Multiple Templates
You will assign one quote template as the default template for all users using by modifying the System record. But each user may be assigned their own template that might include their signature line, graphic, etc. It is easy to have any number of special quote templates and to select the desired template when needed.
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