Templates – Getting Started

Templates are collections of Items (Price Items and Text Items). They'll save you lots of time when creating new Quotes and they'll help to maintain consistency by having your ideal Quote all laid out.

All Team Members can use Templates to create Quotes, but only Administrators can manage Templates.

Template Items – are linked to Templates

The beauty of Templates is that all Items are linked Items. If you make changes to a Template Item, those changes will be reflected on all Templates where that Item appears, e.g. if you need to make changes to your payment terms, and it's the same Text Item that's used on five Templates, you'll only need to change the one Item and you're done.

This is a powerful feature of Templates, but also something to be aware of. So, just to reiterate: Any changes made to a Template Item will be reflected on all Templates.

To edit any existing Price Item or Text Item on a Template, just hit the blue 'Edit' link (on the right).

Also, see Editing Items.

Create a new Template

To create a Template from scratch, go to Templates & Items, select the Template tab and hit 'New Template' (top right).

When editing a Template you can:

  • Create new Items on the fly (these become 'linked' Template Items once saved).
  • Lookup existing Items and add them to the Template.
  • Apply an overall quote discount.
  • Change a few defaults for a quote, such as currency and amounts entered.
  • Copy a Template, into a new Template.

Copy a quote to a Template

A great way to create a Template is to start with a copy of a battle-tested existing Quote:

  1. Open the Quote you wish to create a Template from.
  2. Hit ‘Actions’ (top right) and select ‘Copy to Template’.
  3. Scroll down and hit ‘Save & Finish’.

Your Template will now be saved to Templates & Items, and your Items will be saved into the Price Items and Text Items sections. This means you'll also have these Items at your fingertips via autocomplete when adding new Items to a new Quote.

An important thing to note: When copying to a Template, 'Item Code' wins. If an existing Template Item is found with a matching Item Code, then the existing Template Item will be used (Item Codes are a unique identifier, so we can't create two slightly different Template Items with the same Item Code).

Create a new quote from a Template

From the Dashboard, select one of your Templates from the drop-down.

Everything is all laid out - Price Items, Text Items and Options. Add a Contact, populate any Smart Tags and continue to send the Quote as you normally would – it's that simple!

Set a default

To set a default Template for new quotes:

  1. Find the Template you want as the default and edit it.
  2. Hit ‘Actions’ (top right) and select ‘Make default’.

Next Article: Smart Tags in Template Items →