Configure your sales funnel with templates that combine catalogs, pricing, terms, contracts, and signature settings.
Templates define how your sales team creates quotes. Each template combines catalogs and pricebooks, payment terms and contracts, content blocks, approval workflows, the Dealroom layout, and the signature settings into a single reusable configuration.Use templates to set up different sales funnels for regions, customer segments, or product lines. When a sales rep creates a quote, they select a template, which applies the right products, prices, terms, and signature rules.Templates are in the Template menu of the side menu. The list shows the Status, Name, Reference, Teams, Seller, Language, and Updated at of each template.
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