{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/84b6ae73e0be499ebae116751be88b62\" frameborder=\"0\" width=\"1896\" height=\"1422\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1422,"width":1896,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1422,"thumbnail_width":1896,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/84b6ae73e0be499ebae116751be88b62-dd1f5ac6afc26da3.gif","duration":352.746,"title":"Creating a Quote Template in Dashboard 😊","description":"In this video, I show you how to create a basic quote template. From the dashboard, I go to Quotes, Templates, and Create New Template, name it, and save it. I keep the financial summary if needed and rename the Actions area to Signature and Acceptance, since it is required for back end quote acceptance. Then I add elements like a cover page, a cover letter, an executive summary, page breaks, and sections such as scope of work and marketplace widgets, and later add product listings into the product widgets and financials table."}