Copy quote templates

📝 Note: The quote templates feature is now offered through Document Builder. If Document Builder is fully configured on the marketplace, you can navigate to Document Builder, and the quote templates feature within it, through the user interface instead of a URL that you enter. See Document Builder.

Marketplace Managers can copy templates, and create a new template from the copy.

To copy quote templates

1. Go to the URL of the quote template page provided by AppDirect.
2. Click Copy Template.
3. In the Name field, enter a name for the template.
4. Click Create Copy. A confirmation message appears with a link to the template you just created.
5. Click the name of the template from the success message.

❗ Important: Keep the template ID that appears in the URL of the address bar of the web page to access the template again.