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Categories Opportunities & Quotes
Created by Guest
Created on May 5, 2026

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit DTC-I-299 More Flexibility in Defining Defaults.

Private Location Template Merged

Like a private snippet, a private location template. When working on multiple quotes or opportunities it would save time creating the same template for each new quote without it having to go company wide.