---
schema_version: "1"
id: 3e74f96976b02098488824a49810dced7173e26e3f6a7cbf81621688adcb8f73
title: Use Cart Templates in Enterprise Sales Management (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_cart_templates_esm_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_cart_templates_esm_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 20b74da93066c89f0d2fdff0f958f48f448dbc8a2c3abaaef58cf072bf40f176
description: Save time and ensure accuracy by using Cart Templates to accelerate your quoting process in Enterprise Sales Management. To eliminate manual configuration of complex products for every new quote, admins can pre-configure these templates in the system and make them available for your use.
products:
  - Communications
release: "264"
---
# Use Cart Templates in Enterprise Sales Management (Managed Package)

Save time and ensure accuracy by using Cart Templates to accelerate your quoting process in Enterprise Sales Management. To eliminate manual configuration of complex products for every new quote, admins can pre-configure these templates in the system and make them available for your use.

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/media_package_icon.png) _This feature is part of the Communications Cloud managed package._

| REQUIRED EDITIONS |
| --- |
| Available in: Lightning Experience |
| Available in: **Enterprise**, **Performance**, **Unlimited**, and **Developer** Editions |

Cart templates:

- Accelerate the sales cycle by populating a working cart in less time.
- Use standardized, easy-to-use configurations to reduce quote rejections and rework.
- Ensure customers receive consistent pricing and product structures regardless of who builds the quote.

- **[Configure Permissions for Enterprise Sales Management Cart Templates (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_configure_permissions_esm_cart_templates.htm&release=264.0.0&type=5)**  
    As an admin, you first enable cart templates at the organization level. After the org-wide setting is active, you can optionally configure user-specific settings to control which users can apply templates to the Enterprise Sales Management working cart.
- **[Understand Cart Template Contents](https://help.salesforce.com/s/articleView?id=ind.comms_understand_cart_template_contents.htm&release=264.0.0&type=5)**  
    Accelerate quoting by using reusable cart templates that standardize complex product configurations and eliminate repetitive work.
- **[Create a Cart Template](https://help.salesforce.com/s/articleView?id=ind.comms_create_cart_template.htm&release=264.0.0&type=5)**  
    Follow the instructions to create a cart template.
- **[Approve and Set Up Validation](https://help.salesforce.com/s/articleView?id=ind.comms_approve_and_set_up_validation_cart_template.htm&release=264.0.0&type=5)**  
    Complete the template setup by approving it and adding tags for better searchability. Optionally, implement custom validation logic to display location- and subscriber-based eligibility warnings.
- **[Apply Template to a New Quote](https://help.salesforce.com/s/articleView?id=ind.comms_apply_template_to_a_new_quote.htm&release=264.0.0&type=5)**  
    After creating an enterprise quote, approved templates matching the quote's price list are available in the Cart Templates tab for application to the working cart.