Pre-loaded templates are quote templates your branch makes available directly to you. When you toggle to the "pre-loaded," tab in Templates, you can see which have been made available to you.
You can then copy the pre-loaded template to customize it to your normal ordering preferences (i.e. generic vs brand)
Key points:
You can see all the templates without having to request it or wait for manual setup
You copy it as many times as you need to your own folder and customize it freely
You will get an automated notification when a new pre-loaded template is available
Why use them:
Submit orders quickly and accurately
Submit orders 24/7/365 without having to contact the branch
Preloaded templates + Eagleview Measurement Report will allow you to order in minutes with our auto calculate feature!