Create and edit templates

Create a template from scratch

1. Go to Library → Quote templates and choose New template.
2. Enter a Template name, such as "Website build", and choose Create template.
3. The template opens in the editor. Add items, an introduction, terms and anything else you need.

Create a template from a quote

A quote that worked well is often the best starting point.

1. Open the quote.
2. In its actions menu choose Copy to template.
3. Enter a name for the template and confirm.

The template gets a copy of the quote's items, text, settings and payment schedule, without the customer. The quote is unchanged.

The template editor

Templates use the same editor as quotes. At the top, the template's name is the large title, and Default quote title beneath it is the title given to quotes started from the template (each quote can change it). Below are three tabs:

• Components: the items and text blocks. Use Price item, Text item, Subtotal or From library… to add content, and each item's ⋯ menu for options. The introduction is simply a text item, normally the first one.
• Settings: the Template name, Currency, Tax, How customers see prices, Overall discount % and Document type.
• Preview: how a quote made from the template will look to a customer.

Templates have no customer, quote number, dates or owner; those are set on each quote. Changes are saved automatically as you work.

Items in a template are linked to the library, so editing them works a little differently from a quote. See Template components.

Template actions

The main button at the top is New quote from template. The actions menu beside it has Duplicate template, Set as default template (unless it already is), Change currency and Delete template. The default template can't be deleted.

Prices and currency

Template prices come from your base currency. When you create a quote from a template in another currency, prices are converted at that day's rate. See Multi-currency quotes.