Skip to main content
A template is the foundation of your sales workflow in Qwoty. It combines a catalog of products, pricing rules, payment terms, and contract settings into a reusable configuration. Once created, your sales team can generate quotes from this template with consistent pricing and terms.

​
Prerequisites

Before creating your first template, ensure you have:
  • At least one Catalog with products added
  • At least one Pricebook configured (or use the default pricebook)
  • Admin or Manager role permissions

​
Access the template builder

Navigate to [MENU PATH] and click [BUTTON LABEL].

​
Create the template

1

Configure basic information

Enter a [FIELD NAME] for your template (e.g., Enterprise Sales - North America).Add an optional [FIELD NAME] to help your team understand when to use this template.
2

Select your catalog and pricebook

Choose the [FIELD NAME] that contains the products you want to sell.Select the [FIELD NAME] that defines pricing for this template. If you serve different customer segments, create separate templates with different pricebooks.
3

Configure payment terms

Define the [FIELD NAME] for quotes generated from this template.Common options include net payment periods (e.g., Net 30, Net 60) or custom payment schedules.
Payment terms configured here will appear as defaults on quotes, but sales reps can modify them per deal if needed.
4

Attach a contract model (optional)

Select a [FIELD NAME] to automatically generate contracts with dynamic quote data.If you don’t attach a contract model now, you can add one later or use Qwoty without automated contract generation.
5

Save the template

Click [BUTTON LABEL] to make the template available to your sales team.

​
What happens next

Your template is now ready for use. Sales reps can create quotes by selecting this template, which will automatically apply:
  • The configured catalog and pricebook pricing
  • Default payment terms
  • Contract generation rules (if a contract model was attached)
The template appears in the template selector when creating new quotes.

​
Troubleshooting

Verify that the template status is active. Navigate to [MENU PATH] and check the [FIELD NAME] column. Inactive templates won’t appear in the quote creation flow.
Check that the selected pricebook contains pricing rules for all products in your catalog. Go to [MENU PATH] and confirm each product has a defined price.
Ensure you have at least one contract model created in [MENU PATH] . Contract models must be created separately before attaching to templates.

Add products to catalogs

Learn how to organize products into catalogs for different markets or regions

Configure pricebooks

Set up pricing rules and customer segment pricing

Create your first quote

Use your template to generate a quote for a customer

Contract models overview

Understand how to create dynamic contract templates