Steps:

1. Go to Quoting > Quote Types.
2. Click Add and give the new Quote Type a name. Note that Quote Types cannot be renamed once they are created – with the exception of the default Quote Type that can be given a name to which (Default) will be automatically appended.
3. Select the Name (not Label) of the desired pricing, header and workflow logics. The drop-down lists contain only active logics – you can, however, type any logic's name into the field. If no logic is selected, the default one will be used.
    When you create a workflow logic that you only intend to use with a Quote Type, give it a unique Name. This unique Name will distinguish this logic from the default workflow logic for Quotes, whose Name will be "Quote". Bear in mind, however, that a workflow logic with a unique name will only work with a corresponding Quote Type. Therefore, in most cases, you will have to define a workflow logic that will be used when you create a Quote that is not based on any Quote Type – this logic must have the value Quote in the Name column.

4. You can use the Attributes' value to store some information in them. You can access these values from the header logic:

   def qttAttr1 = api.find("QTT", api.filter("uniqueName", qp.getQuoteView().quoteType))?.find()?.attribute1

5. You can limit which Quote Types the user will see when creating a new Quote by adding a user group in the User Group (Can Use) column. Similarly, you can determine which users will be able to edit a Quote Type. Remember that certain rules apply to the combinations of user group entitlement settings. 

Create a Quote Based on a Quote Type

When Quote Types are defined, you can start creating quotes based on these types.

1. Go to the Quotes page and click the Add based on Quote type icon.
2. In the pop-up dialog, select the desired Quote Type.
3. Click Select.
4. Start adding products to your new Quote.