Creating Quote Templates In Viberent

If you are repeatedly creating the same quote for your customers, you may choose to create a quote template and continue to clone the quote as required. You can create a quote template in Viberent by following these steps; 

  1. Create a new Quote in your Viberent account using the items that make up your template quote. You may wish to create a new customer called "Quote" to assign to all of your quote templates
  2. Use the Reference Number Field to Name your Template as shown below; 
  3. Save your Quote as Tentative in Viberent

When searching in the quote screen - all Quote templates will be listed by Reference number as shown below. You can also use the search bar to search for a quote template

When you are ready to use your quote template - simply select the template, choose Use Entry and Clone Quote for your customer.  

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