Summary:
Save time by using Triply’s quotation templates and customizing them for each client.
Steps:
1. Go to Quotes > Templates.
2. Choose a pre-designed template.
3. Click Customize to adjust branding, sections, or default terms.
4. Save your customized template for future use.
5. When creating a new quote, select your preferred template from the dropdown.
🔔 Tip: Add your logo and brand colors for a consistent look.
Common Questions:
Q: Can I have multiple templates for different trip types?
A: Yes – create as many templates as needed and name them for easy identification.