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.