Customer quote templates

This is where you can create the actual quote layout that your customer will see in the header and footer sections. You can have different layouts, images, names, footers, and disclaimers.

When you are in the customer quote editor, simply select the template from the dropdown list and the header and footer apply.

Where to find it

Templates > Customer quote templates.

What you can save

• Company name and contact details for the header.
• Logo placement.
• Footer text (terms, disclaimers, payment instructions).
• Multiple variants if you serve different customer types or regions.

Related

• Customer quote editor - where these templates get applied.
• Quote templates - bundles of components for new quotes.