Quote Templates

Create and manage quote templates — layout, settings, marketplace, and the settings hierarchy.

Written By Victor Raessen

Last updated 4 days ago

Quote templates define the structure, styling, and default content of every proposal you send. Build them once and reuse across all quotes — with full control over layout, typography, colors, cover pages, reusable content blocks, and language localization.

When a sales rep creates a quote, they select a template — the template's widgets, styling, and settings carry over automatically.

Settings hierarchy

Quote settings follow a four-level cascade:

Company defaults — Global settings that apply to all new quotes (set at Admin > Quotes)
Template — Default settings, layout, and content for a type of quote
Quote — Per-quote overrides that apply only to that proposal
Widget — Inline overrides at the individual content block level

Settings flow downward: quotes inherit from their template, and can override only what they need. This keeps output consistent while allowing flexibility per deal.

What a template includes

Widgets — Pre-configured content blocks in a specific order (see Widgets for widget types and widget templates)
Styling — Colors, fonts, margins, letterhead images, and page numbering (see Styling & Covers)
Cover page — A linked cover page template with branded design
Quote settings — Default values for payment terms, contract duration, currency, leasing, signature requirements, and display options
Attachments — Files attached to every quote using this template
Labels — Custom label overrides for UI text
Localization — Primary language and additional available languages

Quote template editor showing widgets layout, right-hand styling panel with margin and font controls, and live preview Feb 20, 2026

The styling panel (margins, fonts, colors, letterhead, page numbering) is accessible from the template editor. See Styling for full configuration options.

Creating and managing templates

Navigate to Quotes > Templates to view your template library. From here you can:

Create a new template or copy an existing one
Create from a quote — Open any quote's actions menu and select Create template from this quote
Reorder templates by dragging
Edit a template to modify its widgets, settings, and styling
Delete templates you no longer need
Preview a template as a PDF before using it

Quote actions menu showing Create template from this quote, Export, Apply pricing book, and other options Feb 20, 2026

Keep your template library focused — a few foundational templates (e.g., hardware, project, managed services) combined with widget templates for variations works better than dozens of specialized templates.

Template marketplace

The template marketplace provides pre-built templates you can import into your library. Browse marketplace templates at Quotes > Templates > Marketplace and click Copy to Library to add one to your tenant.

Note: The marketplace is a feature that must be enabled for your account.

Configuring defaults at each level

Company defaults — Global settings that apply to all new quotes

Quote configuration page with global toggle settings for approvals, notifications, and display options Feb 20, 2026

Company admin modal showing payment terms, shipping type, credit limit, and label settings Feb 20, 2026

Template defaults — Override company defaults per template

Template-level settings for default payment terms, expiration time, product display options, and feature toggles Feb 20, 2026

Per-quote overrides — Override template defaults on an individual quote

This means a template can set its own payment terms, contract duration, or currency, and a sales rep can still adjust those values on a specific quote.

Template variables

All templates support Handlebars merge fields in cover pages, content widgets, and email templates. Click the variables panel in the editor to browse available fields. Variables are grouped by category:

Category	Example variables
Company	`{{company.name}}`, `{{company.address}}`, `{{company.phone}}`, `{{company.email}}`
Contact	`{{contact.firstName}}`, `{{contact.lastName}}`, `{{contact.email}}`, `{{contact.phone}}`
Creator	`{{creator.name}}`, `{{creator.email}}`, `{{creator.phone}}`, `{{creator.signature}}`
Quote	`{{quote.title}}`, `{{quote.number}}`, `{{quote.total}}`, `{{quote.expiryDate}}`, `{{quote.signatures}}`
Delivery address	`{{deliveryAddress.street}}`, `{{deliveryAddress.city}}`, `{{deliveryAddress.country}}`
Servicing branch	`{{servicingBranch.name}}`, `{{servicingBranch.address}}`, `{{servicingBranch.email}}`

See Email Templates for the full variable reference including Handlebars helpers.

Template settings reference

Templates can override the following settings:

Setting	Description
Payment terms	Default payment terms (Net 30, Net 60, etc.)
Payment type	Payment method
Contract duration	Default contract length
Currency	Quote currency
Leasing	Leasing configuration
Show tax	Display tax on the quote
Show totals / subtotals	Control total display options
Show product images	Display product images in line items
Show bundle products	Visible expanded, visible collapsed, or hidden
Show availability	Display stock availability
Table of contents	Show a table of contents page
Signature requirement	Require signature image on approval
Anonymous approval	Allow approval without sign-in
Recipient manages lines	Let recipient add or remove line items and edit product descriptions
Attach PDF	Attach a PDF when sending
Cover page	Linked cover page template
Approval email template	Custom approval notification email
Thank you page	Custom content shown after approval (see Portal & Branding)

Quote Localization

Send quotes in your customer's language. Create localization profiles at Admin > Quotes > Localizations — each profile defines a locale and overrides for all customer-facing labels. Assign a primary localization to a template; quote creators can switch it per quote before sending.

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