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.

Sales Quote and Sales Proposal Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 1

Next, press the Team tab button to view the current sales teams

Sales Quote and Sales Proposal Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 2

Next, press the Edit button alongside the team you want to update:

Sales Quote and Sales Proposal Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 3

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.

Sales Quote and Sales Proposal Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 4

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. 

Using the + or - icon, you can move items from one column to the other.

Sales Quote and Sales Proposal Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 5

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 Solar Installers and Insurance templates.

Sales Quote and Sales Proposal Software - Assigning/Restricting Sales Quote Templates to Teams - illustration 6

Now click Save to commit your changes. 

Related User Guide Topics

What is a Sales Team Used For?
29 Oct 2019
The QuoteCloud can also be used by Sales Teams with multiple companies rather than having to create separate accounts for each one.
Allow Any Team Member To Edit Any Sales Quote
20 Aug 2019
Learn how to update your settings to allow any team member to edit any sales quote owned by other team members.
Assigning/Restricting Sales Quote Templates to Teams
20 May 2019
Large organisations using QuoteCloud can ensure that specific teams can only see there information and styling.
Assigning/Restricting Image Library Categories to Teams
20 May 2019
Make sure images in your Image Library can only been seen by the right user.

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