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Custom Quote Templates

Quoting users can select from custom templates when generating quotes meaning faster, more consistent deliverables with less manual editing.

Sorcha McGrillen avatar
Written by Sorcha McGrillen
Updated over 3 weeks ago

For Admins: Full Control Over Templates

Admins can create templates tailored to their team’s needs—whether that’s by scope (e.g., lighting, gear) or by customer-specific formatting.

  • Navigate to Settings > Document Templates

  • Click “Create New” to create the template name, select which branch has access and turn on the default information to appear in each quote created

  • Use the pin icon to flag any fields that users should update (e.g., Job Name, Quote ID, Opening/Closing Notes)

For Users: Easier, Smarter Quoting

When building a new quote, users will now see a template dropdown and can pick from any of the saved templates.

  • Pinned fields appear at the top—no more hunting for fields to update!

  • Use “Push to BOMs” to sync changes across related quotes

  • Pull in updates from other BOMs with just a few clicks

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