Creating Quote Templates with Cover Page Follow

Cover pages help you create a strong first impression when sharing proposals, agreements, or any document generated in Salesmate. You can now add beautifully designed cover pages to introduce your document with branding, visuals, or introductory text.

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

Next, you can insert a cover page anywhere in your document by clicking the plus (+) icon that appears at the top or bottom of each page.

Once clicked, you’ll see two options:

• Cover Page
• Content Page

• Selecting Cover Page will open the cover page designer, where you can add and style various elements.

You can add different types of components to your cover page. 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.
  • 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.
• Text Section:
  • Similar to Text but with a heading where you can add and format text with various styles.
• 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.
• Video:
  • Add videos using YouTube or video links. In PDFs, the cover image will have a clickable link.
  • Customize background and padding.
• 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.
• 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.
• 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.
• Page Break
  • Use to move content after the page break to a new page in the PDF.
• Recipient/Signer Fields
  • Add fields for signatures and other signer-related data.
  • Signers cannot fill out each other’s information.
  • Options to map or add signers before sending the document.
  • Signature placeholders are color-coded.
  • 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