Quotation templates

Both products

What you will achieve

The team can quote: without at least one active template visible to the workspace, a quote cannot be created.

Before you start

• Sales Pipeline and Quotations modules active.
• Permissions quote.createTemplate and quote.updateTemplate.
• The client's content: logo (in a light or white version), texts, terms and conditions.
• The workspace's logo and brand color in General, which are used if the template has no logo of its own.

Step by step

1. Open Quotes → Templates and click New template.
2. Identity: Name, Description and Category.
3. Preferences: Currency and Validity (days).
4. Visibility: Workspace, so the whole team can use it.
5. Click Create and edit.
6. With Add section, build the document. At a minimum, a Products section (or Products table). If the client signs, add Signature.
7. In the editor's Settings, upload the logo under Brand.

If the template has a signature

With the Signature section, each sales rep has to sign the quote before sending it. Ask each of them to save their signature in My account → Signature.

Details of each section in Quotation templates.

How to verify

• In the assistant, Quote templates shows as ready (no templates without a products section).
• A test quote with the template looks right in Preview and its PDF downloads.