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Templates & Customization in QuoteIQ

Edit the exact messaging your customers receive—across email, text, and PDF documents.

Updated over a month ago

The Templates & Customization settings in QuoteIQ allow you to fully personalize what customers see when they receive an estimate, invoice, inspection form, or calendar confirmation. You can also set PDF footers and automated reply messages. Every template can be edited and updated at any time.


How to Access Template Settings

  1. From your Dashboard, click Settings

  2. Scroll to the Templates & Customization section

  3. Click the template you’d like to update


Estimate Settings


Contract / Terms & Conditions

Create and manage contracts sent with estimates:

  • Upload a PDF file (PDF only)

  • Create custom written contracts (with header + body)

  • Purchase pre-written contracts directly inside QuoteIQ

  • Assign a default contract

  • Edit or delete existing contracts using the pencil or trash icon

Full Article: How to Edit Terms & Conditions


General Tags (Available Everywhere):

  • @customer_first_name - Customer First Name

  • @customer_last_name - Customer Last Name

  • @customer_name - Customer Full Name

  • @company_name - Your Company Name

  • @service_list - Service(s)

Helpful Notes:

  • Pencil icon = Edit

  • Trash icon = Delete

  • All updates apply to future quotes, invoices, and forms

  • SMS messages should stay under 160 characters for best delivery


Estimate Email/SMS Template

Customize the email and text customers receive when they’re sent an estimate.

Includes:

  • Email: Subject + Body

  • SMS: Body only

    Specific tags:

    • @estimate_total - Provides the total invoice price

    • @estimate_link - Provides link to the estimate


Invoice Email/SMS Template

Customize the email and text customers receive when they’re sent an invoice.

Includes:

  • Email: Subject + Body

  • SMS: Body Only

    Specific tags:

    • @invoice_total - Provides the total invoice price

    • @invoice_link - Provides link to the invoice


Invoice Reminder Email Template

Used in the Send Reminder button on the invoice screen.

  • Email Only

  • Subject + Body

    Specific tags:

    • @paid_at - Date & Time the invoice was paid.

    • @invoice_link - Provides link to the invoice


Inspection Form Email/SMS Template

Used when sending job inspection results:

  • Email Only

  • Subject + Body

    Specific Tag:

    • @form_link - Provides link to the inspection form


Calendar Confirmation Email Template

Triggered when jobs are scheduled/rescheduled:

  • Email Only

  • Subject + Body

    Specific Tags:

    • @time - Job start time

    • @callback_number - Your business contact number


Custom PDF Footers

Customize document footers for:

  • Estimate PDFs

  • Invoice PDFs

  • Inspection PDFs

Each footer includes:

  • A Title

  • A Footer Body (optional disclaimers, policies, or company notes)


On The Way Text

SMS message automatically send when your tech clicks On The Way button in QuoteIQ app:

Specific Tags:

  • @time - Job start time

  • @callback_number - Your business contact number

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