Templates Overview

Templates are pre-written pages within SumoQuote. Watch the tutorial or follow the instructions below to learn how to edit and create your own.

Option 1:

  1. Click Configuration.
  2. Go to Account Settings.
  3. Select Templates.
  4. Click Reports.
  5. Select "My Templates" or "Shared Templates".
  6. Here you will see any templates you currently have.
  7. Click the pencil icon to edit your template.

Option 2:

  1. Open any sample report on your projects page.
  2. Ensure there is a quote present within the report.
  3. Click 'Open for Editing'.
  4. Click on the pages that use templates (Introduction, Quote Details, Authorization).
  5. Click the "View Templates" button at the top of this page.
  6. Click the pencil icon to edit your template.
  7. Make any changes to this template and click "Save" on the top right of the page.

All Templates are sorted by "template type" which we will go over in the next few videos. We have also pre-loaded multiple templates into your account, you can edit these or create your own from scratch.


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