Using Blueprint (Rep workflow)

1. Rep clicks New Quote in MonetizeNow or comes to MonetizeNow via CRM
2. The Quote modal includes a Pre‑Built Quotes dropdown.
3. Displays quote names where Pre‑Built Quote = On.
4. Hovering over the blueprint shows the description.
5. Rep selects a blueprint.
6. System creates a new quote by copying relevant data from the blueprint.
7. Rep makes any adjustments and submits the quote.

Important: Quote start date logic is not copied; it always starts from the current date.

Considerations

Rep wants to change a Blueprint during Quoting