Overview
Templates are the basis for all Quotes within Quoter. Partners can save and reuse Templates that include product descriptions, configuration, pricing, branding, and design elements. By building a library of templates based on job type or project scope, Partners can reduce the time spent building quotes and focus on other areas of their business.
Creating a new Template
To create a Template, navigate to Templates > Templates.
In the Default Line Items tab, enter a Template Name.
| Note: This name will pre-populate your Quote name. |
Adding Items to your Template
Add any Line Items, Sections, and/or Single Select Section Groups (provided you have access to the Single Select Feature) to be pre-populated in any Quote(s) created using this Template.
To view which Items can be added here, view PSA and Product Cloud Items on Templates.
Recurring fees and upfront payments
Set a Recurring Fee Billing Frequency and, if applicable, any number of upfront payments and days of grace period under Recurring Fees.
| Note: Templates can only use one recurring billing frequency. Any Items added to a Quote must respect the Template's recurring billing frequency. |
Configure other Template settings in the Acceptance & Payments and Settings tabs.
Create a Cover Page
Introductory and Closing Content
Populate your Template with appropriate content using the Cover Page and Content Blocks tabs.
Other info:
Upload a background image instead of text box content in the Cover Page tab.
All text boxes in the Templates tab support Mail Merge fields.
Quote content will be displayed in this order: Cover Page, Cover Letter, Line Items, Appended Content.
