Edit, Duplicate & Delete Existing Document Templates

 

Frequently Asked Questions (FAQs)

What is the purpose of this guide?

This section explains how to edit, duplicate, and delete Sales Quote document templates in QuoteCloud, enabling users to manage their templates effectively and keep them up-to-date and well-organised.

How do I access this guide?

You can find it as part of the User Guide under the title "Edit, Duplicate & Delete Existing Document Templates" on the QuoteCloud website.

What actions are covered in this topic?

The guide provides steps for:

• Editing existing templates.

• Duplicating templates to reuse or tweak them.

• Deleting templates that are no longer needed.

Is there a video tutorial included?

Yes—you’ll find a video at the top of the page demonstrating how to edit, duplicate, and delete Sales Quote templates in QuoteCloud.

Why is it helpful to duplicate templates?

Duplicating a template allows you to create a new version based on an existing one—ideal when you want to preserve the original while making adjustments.

What happens when I delete a template?

Deleting removes the template from your collection, helping you clean up unused or outdated items. The specifics of deletion—like confirmation prompts—are covered in the guide’s instructions.

Where can I find related resources?

For additional insight, you can click on more information to explore other relevant topics within the User Guide framework:

• Using Global Custom Data Items in Document Templates — learn how to insert reusable data fields that apply across multiple templates (more information).

 

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Summary Table

Action	Purpose	Related Topic for More Information
Edit	Modify template content or format	—
Duplicate	Create a new template based on an existing one	—
Delete	Remove templates you no longer need	—
Global Custom Data Items	Insert consistent data across templates	(more information)