Creating and Editing Quote Templates
Creating quote templates allows you to set up different quote templates for different customer types. Using the templates settings allows you to create, modify & copy existing templates. To access your templates, click on your 'Settings' from the user menu panel, find & click on 'Templates'.
Creating a Quote Template
Once you've accessed your template settings, you can create a new template by:
- Clicking 'Create'.
- Name your new template as required.
- Choose the appropriate Quote Type from the dropdown.
- Finalise by clicking 'Create' where you will be taken to your new template.
- Using the buttons at the top you can now edit this template by following the below steps.
Editing a Quote Template
Edit a template once you've created it or if you're wanting to edit a previous template, you can use either the search bar or filter column to refine your templates search.
- Click into the template you want to edit.
- Click on the 'Update' button & you will be taken to the HTML version of your template.
- Update the template name if required.
- Update by adding any of the template variables listed next to the code.
- Add any additional text you require (see HTML note below).
- Once you've made your changes, click the preview button to review your new template.
- Once you're happy with the new template, click 'Save Changes'.
Please note: the body of the template will contain predefined HTML variables. You can adjust these and add more variables and text where required. To add an additional sentences to the template body, you will use the HTML variables at the start and end of the sentence as per the image below.
Tip: filter for your default templates by clicking the 'default' column!
Customisation: to customise your templates further we suggest you reach out to a HTML specialist, you can hire these off sites such as Fiverr.
Copy or Delete a Quote Template
Save yourself time by copying a template and making the adjustments required then saving it with it's new name. Simply click into the template & choose either copy or delete. If you've created a copy of the template, update by following the steps above and renaming as required.
Setting a Default Template
In addition to updating or copying a template, you can also choose to set a default template. It's as easy as clicking the 'Set as Default' button within the template.
Need Additional Help?
Check out our help video below, please note we are constantly updating and improving so some things may have changed!