Fieldmagic allows you to set-up your quote templates while working within a Quote. Please see the below steps showing how this is done. To learn more about Quotes and how they relate to Opportunities, you can learn more by reading this article. 

Step 1: Create Quote within an Opportunity

Step 2: Define Quote Details

Set Up your Quote Group Headers and Line Items, as well as your Cover Letter as below:

Step 3: Save as Template

Step 4: Name Your Template

Give your template a name and save it.

Your template will then be available for future use when setting up quotes by selecting from the Select Template Drop-down menu in your Quote Builder as below:

Updating Quote Templates

To update any of your Quote Templates, navigate to your Settings Area and then Select Quote Templates to View and make any changes you need to: