Quote Templates

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

Written By Victor Raessen

Last updated 6 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.

Locking Widgets in Templates to Prevent Removal

Salesbuildr allows template administrators to lock widgets so that account managers cannot remove them when creating a quote from the template. This is particularly important for compliance-sensitive content such as terms and conditions, mandatory attachments, or legal disclaimers.

How to Lock a Widget

Open the template in the template editor.
Select the widget you want to protect.
Click the lock icon on the widget. A locked widget will display a padlock indicator.

Expected Behavior

Once a widget is locked at the template level, account managers editing a quote derived from that template will not be able to remove or reorder the locked widget.
The lock is enforced at the quote-creation stage — the widget will appear with a lock indicator and the remove/delete action will be unavailable.
>Note:A bug existed in earlier versions of Salesbuildr where locked widgets could still be removed during quote editing despite the lock icon being visible in the template. This has been resolved. If you are on an older version and observe locked widgets still being removable, contact support to confirm your instance is up to date.

Use Case: Compliance and Mandatory Terms

If your organisation requires that general terms and conditions or compliance attachments always appear in every quote, lock those widgets in your base template. This prevents accidental or deliberate omission by account managers without administrator intervention.

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)

Anonymous approvals

The Anonymous approval setting controls how clients authenticate when approving a quote. Because this directly affects the signing experience, it's worth understanding the tradeoffs before choosing a default.

Anonymous approvals ON
Anyone with the quote link can approve without logging in. When they do, they are asked to enter their name, and their IP address is logged throughout the entire signing thread. This gives you a practical audit trail without putting any obstacles in front of your client at the moment they're ready to sign.

This is the right choice for most cases — straightforward hardware quotes, deals sent directly to the decision-maker, or any situation where you're not dealing with a large or untrusted CC list. Someone will rarely place an order in someone else's name when their IP address is on record.

Anonymous approvals OFF
When this is disabled, clients must log in with a verified Salesbuildr account before they can approve. This gives you certainty that the person signing is exactly who they say they are, but introduces friction:

The client must log in with the exact email address you have on file. Aliases won't work — j.doe@company.com and john.doe@company.com are treated as two separate accounts.
Many Microsoft environments block third-party SSO connections by default. The client's IT team may need to explicitly whitelist Salesbuildr before anyone can sign, which can delay deal closure.

Use this setting when your process requires verified identity beyond what IP logging provides.

Per-template configuration
This setting can be configured independently per template. A common approach is to leave anonymous approvals on for transactional templates (hardware, renewals) and turn them off for templates used on higher-value or compliance-sensitive deals.

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.