Editing a Form Template

From your Bridge Dashboard, click on the Quote Forms icon. Using the Location dropdown menu, select the location that will have access to the form template. Click the Template Builder tab. Use the dropdown menu to the right of Select new or existing template to select the template you'd like [...]

2020-04-03T09:30:52-04:00November 25th, 2019||

Creating a New Quote Form from an Existing Template

In your Bridge Dashboard, double click the Sales Automation Suite icon. Click the Quote Forms tab. Click the New Quote tab. Using the Location dropdown menu, select the location for the template. Select if you want your form to be Personal (home, auto), or Commercial (businesses). Select a Quote Template. [...]

2019-12-13T12:39:46-05:00November 25th, 2019||
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