Quote Document Templates

Quote document templates allow you to display quotes at the level of detail and layout you require. These fields can be used to display information such as:

• Quote details and dates
• Quote contacts
• Quote owners
• Revision numbers
• Product and task totals
• Optional product and task totals
• Costs and forecast profit
• Tax and quote totals
• Weight and volume
• Customer acceptance signatures

It is common to have a library of different versions of quote templates so you can selectively choose how your quotes are displayed for a particular quote. For example, you can have a summary or a detailed template, or templates customised for a specific product or service with different pictures or terms and conditions etc.

Supported Fields

Universal Fields

• Asset Fields
• Billing Client & Billing Client Contact Fields
• Business Fields
• Client & Client Contact Fields 
• Leads Fields 
• Quote Fields 
• User & General Fields 

Table Fields

• Products and Product Options Table Fields 
• Task and Task Options Table Fields 
• Phase Table Fields 

Note: Not all fields of every type is supported. Confirm the document specific support fields on the relevant field reference.

Example Templates

Attached are examples of quote document templates formatted for specific quoting workflows. Please update the branding, information and formatting as required:

• Default Quote - Standard quote template, displays tasks and products as quoted.
• Estimate - Same as default with quote wording replaced with estimate.
• Quote with Images - Default quote with small product images.
• Phase Summary - Displays the names and totals value of phases only.
• Phase Detail - Displays the name and total value of phases with a list of included tasks/products.
• Quote with Options - Displays the quote options separately from the quote lines.