Templates Overview

Templates are pre-saved content that can be accessed throughout your quotes.

You can save templates for text pages, Quote Details (line items), Authorization pages (with upgrades), email content, and more.

To Access Template in Account Settings:

  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 edit (pencil) icon to edit your template.

To Access Templates in Quote:

  1. Open any project on your Projects page.
  2. Click Open for Editing on any quote.
  3. Click on a page that uses templates (Ex. Introduction, Quote Details, Authorization).
  4. Click the View Templates button at the top of the page.
  5. Click the edit (pencil) icon to edit your template.
  6. Make any changes to this template and click Save near the top of the page.

What’s Next

Next, learn to use templates in your quotes, or set up templates for specific pages in your quotes.