Quote Templates allow you to create the preferred layout and structure for your quotes and plans. Your quote templates appear in two places:
When you create a new quote using the Custom quote option in the plan dropdown, it will apply your chosen default quote template
When you create a Plan, you must select a quote template it will be displayed within
Creating your quote template
Within the Catalog page, go to the Quote templates tab:
Click Add quote template to start from a blank state or click an existing one to edit it.
In the Editor:
Hover over any space in the quote template editor and a green "+ Add block" section will appear. Add free-form rich text, images, tables, or insert terms from the catalog (e.g., logo rights).
Click and drag to arrange content blocks (e.g., header block, terms, product catalog).
Attach a PDF by clicking the paperclip icon in the top right of the quote template editor
Prepend attachment- place before quote
Append attachment- place after quote
Switch to the Preview in the top left to see how the template will appear in Quoter.
Click Publish in the top right to make the template available for use in in plans and new quotes
Setting your default template
Within the Catalog page, go to the Quote templates tab:
Locate your desired quote template in the template list view
Click the 3 dot (...) menu on the right of the template
Select "Set as default" from the dropdown menu
Note: Whichever template is set to "default" will be the default template for all new quotes unless a plan is selected in the dropdown.
Removing quote templates
Within the Catalog page, go to the Quote templates tab:
Locate the quote template in the template list view
Click the 3 dot (...) menu on the right of the template
Select "Archive" from the dropdown menu
Note: Quotes drafted or sent with an archived template will remain active.