From the left-side of the dashboard navigate to the quotes tab on the menu on the left-side of the screen....

There are two ways to do this. Option A Navigate to the “all quotes” section by selecting “all quotes” from the “quotes” tab on the menu bar on the left-side of your dashboard...

Navigate to the “all quotes” section by selecting “all quotes” from the “quotes” tab on the menu bar on the left-side of your dashboard....

If you’re not already on the quotes screen navigate there by selecting the “all quotes” section from the “quotes” tab from the menu bar on the left-side of your dashboard....

If you’re not already on the quotes screen navigate there by selecting the “all quotes” section from the “quotes” tab from the menu bar on the left-side of your dashboard....

Both line item discounts as well as deduction line items will import, as they are part of the service. An overall discount will not import since templates are by service not by quote/project/job....