Quickly edit our ready-made Quote Template to start sending professional quotations to Prospects and Customers. By editing the Quote Template, you can apply your business' branding and add important information such as Terms and Conditions of sale.
🤓 Tip: If you'd rather upload your own quote template, see Configure a Word Document.
Prerequisites
You'll need CRM Administrator rights to create users and amend user permissions
Ensure the template is configured to merge data from quote lines rather than Company records by updating the 'Where are you going to merge data from?' option to 'Quote' in the Document Template Configuration.
Step 1: Navigate to the Simple Quote Document Template
To access the Simple Quote Document Template, navigate to the Document Template Configure Setting.
Within the Document Template Configure Setting, you'll be presented with a list of your existing document templates. Click the pencil icon against the Single Quote Document Template.
In the side bar, click the 'Edit' button to open the template within Word.
Step 2: Edit Quote Template
To make amendments to the Quote Template, click the 'Enable Editing' button.
Any changes that you make will be saved and applied when the quote template is next used.
🤓 Tip:
You can also amend the style of the quote table within the template. Read more about this in our Build your Word Quote Table guide.
You can edit your Quote document file name when the template is used, e.g., 'Company Name Quote Ref {QuoteId}, making it easy to locate in the future. For more details, see Set the Filename on Document Templates.
You can also automatically attach a Word Template when using an email template and convert it to a PDF, see Configure attachments for Email Templates.