Siebel Hospitality Guide > Managing Property-Specific Event Quotes >

Creating an Event Template from a Quote

If the information defined in a quote could be useful when creating future event quotes, you can create a template from the existing quote. The components of the quote, including functions, function line items, nonfunction line items, room blocks, and room block line items, are carried over to the event template.

This topic is a step in Roadmap for Managing Property-Specific Event Quotes.

To create an event template from a quote

1. Navigate to the Quotes screen, then the List view.
2. In the Quotes list, query for and select the quote.
3. Click the menu button, and select Create Specific Template.

   The template is created in the Property Specific list in the Event Templates screen.