Managing templates

Learn how to add templates for quotes

Updated over a week ago

Salesbuildr works with templates that can be applied to quotes and the self-service checkout. To manage your templates, navigate to the quote tab and select templates to view your template library. Watch the video below to learn how you can create and manage templates.

Configuring template styling defaults

From your dashboard, navigate to the quote tab and select Styling to open the styling page.

Here you can set margins and for sizes for your body and header fonts, as well as the line height. Read this article to learn how to upload custom fonts. The settings on this page will be applied to new templates you create. Each template and quote has it's own styling tab where you can override the default if needed. The Template heading font size is used for the financial summary and attachment sections.

You can create as many templates as you want and personalise each template using cover pages, images, text, attachments and footers. You can use localisation sets to translate buttons, row headers and fields in another language.

Creating a new template from a quote

When you have created a quote that you would like to use as a template, use the "Create template from this quote" button to add it to your library.

How to copy a template

See how you can copy a template below:

Cover pages

You can create a library of cover pages that can be used in templates and proposals

Dynamic fields

Salesbuildr populates a list of dynamic fields that can be used to personalise templates, widgets and quotes. Dynamic fields will be automatically filled in based on the customer and contact you selected during the quote creation workflow.

Applying quote settings to templates

On the template setting tab, you can program default quote settings that should be applied to each quote that is based on this specific template. This enables you to use presets for different proposal scenarios.

Thank you pages

When a customer approves a quote, you can now redirect them to a thank you page. You can create a new landing page to tell your customer what will happen next. You can select the specific landing page in the quote template settings. (Watch video)

Widget templates

You can view and edit your existing widget templates by navigating to Admin, Quotes, Widget Templates. You can view widgets as pre-programmed pages filled that can contain text, items from your portfolio or images. Widgets can be dragged and dropped into quotes or templates as seen in the image below.

Saving quote sections as widgets

While editing a quote, if you want to save a page section (comprising text, media, or product) as a widget, use the copy icon located at the top right corner of the page section. This way, you can reuse valuable content and save time during the quote preparation process.

Image widgets

You can create image widgets that have a full screen image and background with text in front of it. This can be used if you want to create high quality images to be used in proposals. You can also use these widgets if you want a header and footer to be shown on all content pages. See the video below for an example.

Locked widgets

A widget that is locked will prevent the contents from being updated by a user that does not have the required permissions. This ensures compliance for specific services or conditions.

Linked widgets

If you have a number of different templates and you want them to have the same widget containing your terms and conditions, you can linked that widget to your template as shown below. Anytime you change the linked widget, all the templates that are linked to that widget are automatically updated.

Linking specific templates to customers

You can link a default template to a specific customer by navigating to the customer admin tab and selecting the template that needs to be applied.

How to translate a template in another language

You can create localisation sets that can be applied to templates and quotes. Localisation sets enable you set the language, number and date notations that are shown on quotes. See the video below:

How to send quotes from different company entities

When you operate from multiple company entities (sometimes called line of business) you need to be able to present the correct company information when sending a proposal.

Salesbuildr enables you to configure a servicing branch for a specific customer using the admin tab when editing a customer company.

When editing a template, you can now insert the servicing branch dynamic fields that will the display company information and address fields for the servicing branch that is linked to a specific customer.

If no servicing branch is configured for a customer, Salesbuildr will use your default company name and address.

You can use the company bulk editor to apply a servicing branch to a large group of customers at once.

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