12. Templates

Templates are presets that allow you to create a new quote with certain settings.

  1. You can select Auto or Homeowner (if applicable) in this field.
  2. This drop-down box lets you select from your list of templates.
  3. Add Template allows you to create a new Template. You'll first be prompted to name it, then you can edit its settings.
  4. Delete will permanently remove a template from your list.
  5. Save any changes you've made with this button.