Assigning/Restricting Sales Quote Templates to a Specific Sales Team
Larger organisations may have teams of sales staff working in different countries or industry verticals. If your organisation splits the proposal/quoting activities into specific sales teams, then appropriate sales quote templates can be allocated to each team.
This feature is useful when specific content is needed in sales quote templates for that sales team, for example, the correct legal terms and conditions for sales quotes specific to a country, or if a team operates in a certain industry vertical, then providing sales quote template relevant only to that industry is preferred.
Let's have a look at how QuoteCloud allows you to set this up.
From the Sales Quote Dashboard, click the Configuration main menu option and select Manage Users & Roles.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Assigning/Restricting Sales Quote Templates to Teams - illustration d616dcda-72ae-4e87-8db2-2de4363eeb2e](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fassigning_restriction_to_a_specific_sales_team%2Fassigning_restriction_to_a_specific_sales_team_step_one.webp&w=3840&q=100)
Next, press the Team tab button to view the current sales teams
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Assigning/Restricting Sales Quote Templates to Teams - illustration b48ba471-3453-4d76-93d7-037985376e98](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fassigning_restriction_to_a_specific_sales_team%2Fassigning_restriction_to_a_specific_sales_team_step_two.webp&w=3840&q=100)
Next, press the Edit button alongside the team you want to update:
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 9e09c519-b53b-482c-97e0-83f869743a8e](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fassigning_restriction_to_a_specific_sales_team%2Fassigning_restriction_to_a_specific_sales_team_step_three.webp&w=3840&q=100)
Click on the Templates tab to specify exactly which sales quote templates a sales team can use. By default, a new sales team will have no restrictions applied, and you will see a page as shown below.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 3198d5c0-ded4-445f-afa3-04915923d4e1](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fassigning_restriction_to_a_specific_sales_team%2Fassigning_restriction_to_a_specific_sales_team_step_four.webp&w=3840&q=100)
To restrict a sales team to only certain sales quote templates, first, you will need to switch on restrictions. To do this, click on the switch to make Restrictions Active. The button will appear green, and the label will change to Restrictions Active: Place visible folders on the Left.
Now you will see two columns appear below the Restrictions switch. These columns are Visible and Hidden and indicate which sales quote templates are hidden from this sales team and which are visible.Â
Using the + or - icon, you can move items from one column to the other.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 8bf7c396-4841-457f-9fe3-8aadcc09a318](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fassigning_restriction_to_a_specific_sales_team%2Fassigning_restriction_to_a_specific_sales_team_step_five.webp&w=3840&q=100)
After moving some sales quote templates from the hidden column to the visible column, as shown below, this sales team will be allowed to use the General Contractor Proposal, Website Development Proposal, and WordPress Website Proposal Templates.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Assigning/Restricting Sales Quote Templates to Teams - illustration cdd6a4b3-7ae8-4fee-ba84-77aba2a6e4c7](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fassigning_restriction_to_a_specific_sales_team%2Fassigning_restriction_to_a_specific_sales_team_step_six.webp&w=3840&q=100)
Now click Save to commit your changes.Â
Related User Guide Topics
![Allow Any Team Member To Edit Any Sales Quote](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Assigning/Restricting Spreadsheet Library Categories to Teams](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Assigning/Restricting Video Library Categories to Teams](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Assigning/Restricting PDF Library Categories to Teams](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Assigning/Restricting Text Library Categories to Teams](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Assigning/Restricting Image Library Categories to Teams](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)