Document templates is the second gallery on the Templates page — "Branding, sections, content defaults and the embedded price list for PDF quotations." Open it from Quotes > Templates in the left navigation. A document template controls how the quotation PDF looks: logo, accent color, language and number format. Every quote prints through one.
What a card shows
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The template's name.
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How many quotes use it — for example Used by 10 quotes.
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When it was last updated.
One template is the default; it is preselected in the New quote dialog.
Card actions
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Duplicate — makes a copy.
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Bin icon — deletes the template after you confirm.
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New PDF quotation — the dashed tile; starts a template from scratch.
Locked tiles
Two further document types are shown but marked Coming soon · part of the outputs pack: Compliance statement and Technical submittal. Their layout is not editable here; whether a quote produces them is set on its quote template. See C3.3 and C5.3.
If no document template exists, a quote can still be created — the New quote dialog reads "No PDF quotation templates yet — create one under Templates" — but it cannot be printed until one does.
To create a document template for a second brand
Procedure
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In the left navigation, select Quotes > Templates.
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In the document templates gallery, select Duplicate on the existing template.
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On the copy, select Edit, rename it, replace the logo and accent color, and select Save template.
The new template appears as its own card. When starting a quote for the second brand, select it in the PDF quotation field of the New quote dialog.