Plans are pre-configured groups of products that are typically sold together, along with associated pricing models and pricing levels.

For example, you could configure a “Start-up Plan” that includes three products with associated pricing that you typically sell to Start-up customers. The name of the Plan is not visible to your customers.

There is no limit on the number of plans you can create. You can create as many as you need in Catalog > Plans.

When you click “Create Quote,” you’ll see an option to select from any of the plans that have been created within your organization in a dropdown menu across the top of the Create Quote page.

Quote templates can be created in the Catalog, which can be accessed in the left panel.

Anything! Typically, standard legal language that you want to show up on every Quote is entered here. You can format as Text, Headers, or Lists.

No, while Quote templates can be created and edited in the Catalog, which can be accessed in the left panel, the text on a Quote can be edited uniquely on every Quote.

Yes. Templates can be tailored in Catalog under Quote Templates to align with brand guidelines, legal requirements, or customer preferences.