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 specifc 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.

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

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

Click on the Templates tab to specify exactly which sales quote templates a sales team is allowed to use. By default a new sales team will have no restrictions applied, and you will see a page as shown below.

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 to them. 

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

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.

Now click Save to commit your changes. 

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