I finally got to try this out and I'm not sure this is what I need. I went into the Recurring Transaction area and could not save a template without put a customer in.

The templates I want to create are for any customer, or in many cases, a potential customer. The idea is to have the line items filled in so that the quantity for each line item is the only thing that needs to be filled in.

How can I create a template  the is pre-populated with line items?