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