Step 1. I need to have a table that contains a list of products and pricing matrix associated to them. See attachment Products Global. Step 2. I want to create templates (maybe pricebooks can be used) that you can select multiple products from the Products Global list to make up the template. Step 3. I want to then add the template/s to a quote. Once you add the template you then enter the quantity for each product in the template which calculates the price for that template The current Quote in Zoho could be ok if instead of adding products you add the template then enter the qty for each as mentioned above. It would only display the total price of each template.
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