This chapter covers the Templates page and the two kinds of template that shape every quote. Open the page from Quotes > Templates in the left navigation. As the page says: "Quote templates configure the pricing engine, columns and outputs. Document templates control branding and layout." The page has two galleries, one for each kind.
In this chapter
C3.1 The quote templates gallery — the cards, their chips, and Edit, Duplicate and delete.
C3.2 Setting the pricing engine — the quote template editor: method, profitability, waterfall, columns, outputs, sections, defaults.
C3.3 Choosing which tabs a quote gets — how outputs decide a quote's tabs and its send bundle.
C3.4 The document templates gallery — the cards, the default template, and the locked outputs.
C3.5 Branding a quotation — accent color and logo, with the live preview.
C3.6 Region formatting — language and number format.
Two kinds of template
|
|
Quote template |
Document template |
|---|---|---|
|
Controls |
Pricing method, profitability layer, waterfall costing, grid columns, outputs, printed sections, default currency, VAT, validity, payment and delivery terms |
Accent color, logo, language, number format |
|
Chosen |
When a quote is created; its decisions are stamped on the quote for life |
When a quote is created; the quote prints through it |
|
Start one with |
New quote template |
New PDF quotation |
|
Card shows |
Name, version, setting chips, last updated |
Name, how many quotes use it, last updated |
A quote cannot be created without a quote template, and cannot be printed without a document template. See C1.3 Before your first quote.