Quote Blueprints

Quote Blueprints allow sales reps to start from pre-built, admin-approved quote documents instead of creating quotes from scratch. These documents capture common deal structures (e.g., a 2‑year mid‑market deal with specific offerings, ramps, and discounts), enabling faster quoting, better consistency, and fewer errors.

Quote Blueprints are admin-created (we will soon release ability for reps to create blueprints as well) rep-consumable, and copied into new quotes at runtime without altering key dynamic logic such as quote start dates.