{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8b41148912f244b4a815e6fb4b900619\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8b41148912f244b4a815e6fb4b900619-264b5c6323631bcf-full.jpg","duration":113.045334,"title":"Set Default Quote Templates for Your Team","description":"This Loom explains how an admin and team can set up default quote document templates. The video walks through Settings via the gear icon, then Document Templates, where admins can select an existing global template or duplicate, delete, or create a new one. It shows how to toggle options such as including a cover page and header detail with opening information like prepared by and address to, plus other purple toggles that control the quote layout. Admins can also include notes, terms and conditions, and additional attachments, assign the template to all or specific branches, and save it so users can select the default when creating a quote from Available Material."}