Creating and Customizing Quote Templates Follow

To Create a Document Template,

• Navigate to the Profile Icon in the top right corner.
• Click on Set-Up
• Head over to the Library category
• Select the Document Template option

• Here, you will find the list of documents that have already been created.
• Hit on the “New Template”
• Give the name of the Template and Description

• A document creation Canvas will open up to design your template from here.

• You can add different types of components to your quote template. Let’s look at what each component does and how to use them.
  • Text:
    • You can add and format text easily with various styles.
    • You can use variables to auto-populate data. If your main module is a quote, you can use variables like Contact, Quote, Company, or Any associated lookup field
    • Also, you can choose if you want the text to be editable before sending the quote. Both the text and its section can be made editable.
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  • Text Section:
    • Similar to Text but with a heading where you can add and format text with various styles.
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  • Images:
    • You can add images from your media library.
    • You can use dynamic variables to display images from URLs stored in associated modules. If the URL is invalid, a placeholder image will be shown.
    • Also, you can adjust settings like background, padding, size, position, opacity, and repetition.
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  • Video:
    • Add videos using YouTube or video links. In PDFs, the cover image will have a clickable link.
    • Customize background and padding.
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  • Page Header and Footer:
    • Customize headers and footers to include company details like name and logo.
    • You can only have one header and footer per document.
    • You can also create a master header and footer.
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  • Table:
    • Add tables with adjustable columns and rows (up to 10 columns).
    • Hide headers if needed and customize styles and properties.
    • Adjust table and cell content settings.
    • Note: Images aren't supported in table headers.
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  • Pricing Table
    • Display product pricing directly from the quote module.
    • Limit of 10 columns; additional columns will be disabled.
    • Be cautious about space constraints in PDFs with many columns.
    • Options to show or hide headers and totals.
    • Only one pricing table per template is allowed.
    • Customize styles like table borders and cell content.
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  • Dynamic Table
    • Show fields from custom modules linked to the quote module.
    • Choose a lookup field (single or multi) to generate table rows, with fields as columns.
    • Customize appearance like a regular table.
    • If a chosen field is deleted, the table will show an error.
    • Column limit: 10.
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  • Page Break

    • Use to move content after the page break to a new page in the PDF.

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  • Recipient/Signer Fields
    • Add fields for signatures and other signer-related data, similar to meeting scheduler custom questions.
    • Signers cannot fill out each other’s information.
    • Options to map or add signers before sending the document.
    • Signature placeholders are color-coded for clarity.
    • Signature fields are automatically linked to the contact variable type.
  • Rows:
    • Organize your content using different layout structures.

• Design Settings: Customize the overall appearance, like background colors, font styles, and spacing.

• Click Next
• Click Save 

Best Practices for Using the Pricing Table:

To keep your pricing table clean, readable, and well-aligned, it’s important to plan the number of columns and the type of content you add.

• When using 6–7 columns

  • This layout provides the best balance between readability and spacing. Header text stays on a single line without wrapping, and currency values such as Total or Selling Price also remain on a single line when the value contains up to 6–7 digits before the decimal. 
  • A normal font size of approximately 10-13px should be applied for better alignment. If content exceeds the limit, the value will wrap to the next line.

• When using 8 columns

  • With eight columns, header text continues to display on a single line. however, currency values may wrap to the next line depending on the available space  and the amount of content in other columns.

• When using more than 8 columns

  • When more than eight columns are used, the pricing table follows the existing behavior. Content wrapping and layout adjustments depend on the available space and the type of content added to each column.