Creating and Editing Quote Templates

Set up different quote templates for different customer types. Once your templates are set up, you can easily and quickly change the appearance and content of your quote before sending, while still maintaining professional presentation.

In this article:

Creating a Quote Template

Editing a Quote Template

Copy or Delete a Quote Template

Setting a Default Template

Creating a Quote Template

Navigate to Settings > Templates.
Click Create.
Name your new template.
Choose the appropriate Quote Type from the dropdown.
Click Create again.

You can now edit the content for this template by selecting it from Settings > Templates > Quote and following the process below.

Editing a Quote Template

In Settings > Templates > Quote, click into the template you want to edit and follow these steps:

Click Update. You will be taken to the HTML version of your template which looks like this:

Edit the Name of the template if desired.
Create an Introduction for your quote if desired.
Add any additional text you require (see HTML note below).
Click Preview, then either Continue Editing or 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 a new sentence to the template body, you must use the HTML variables at the start and end of the sentence as shown here:

Tip: When in Settings > Templates > Quote, you can filter for your default templates by clicking the Default column.

Customisation: Our Jobman team does not offer services for customising your templates. If you wish to customise your templates, we recommend reaching out to a freelance HTML specialist.

Copy or Delete a Quote Template

Save yourself time by copying a template and making the adjustments required, then saving it under a new name. Simply click into the template choose either Copy or Delete. After creating a copy of a template, click into it and update using the process outlined above.

Setting a Default Template

To save time when creating new quotes, you can set a default template. Simply click into the template and choose Set as Default.

How to "Show/Hide" Quote Components

You can customise your quote template to show or hide different quote compontents, such as products.

Example:

When quoting, you add products, contract labour, services and some materials direct to quote items (i.e. "Kitchen").

When producing the quote template, you don't want to show a massive list of products under "Kitchen," but you do want to share with your clients the extra direct costs surrounding contract electrical companies (Service), or Hafele pantries (Material) or extra labour charges such as bespoke drafting (Labour).

To change your quote template to exclude products, open up the template in settings, and find this section:

Hit enter to create a new line after </tr> (shown at the bottom of the highlighted text above).

In the new line, paste the following code:

{% for component in item.components %}

{% if component.quantity > 0 %}

{% case component.type %}

{% when "product" %}

{% when "appliance" %}

{# Do nothing #}

{% else %}

{{ component.quantity }} x {{ component.name }} ({{ component.type }})

</td>

{% if quote.discount_value > 0 %}

{% endif %}

<td class="px-2 py-1 text-right">{{ component.price }}</td>

<td class="px-2 py-1 text-right">{{ component.subtotal }}</td>

</tr>

{% endcase %}

{% endif %}

{% endfor %}

Your template will now look like this:

And your PDF preview will look like this: