video1.0<iframe src="https://www.loom.com/embed/84b6ae73e0be499ebae116751be88b62" frameborder="0" width="1896" height="1422" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14221896Loomhttps://www.loom.com14221896https://cdn.loom.com/sessions/thumbnails/84b6ae73e0be499ebae116751be88b62-dd1f5ac6afc26da3.gif352.746In 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.