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A template is the foundation of your sales workflow in Qwoty. It combines your products and prices, payment terms, contracts, and signature settings into a reusable configuration. Once it’s created, your sales team can generate quotes from it with consistent pricing and terms.

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Prerequisites

Before creating your first template, make sure you have:
  • At least one catalog with products (first catalog)
  • At least one pricebook linked to that catalog (first pricebook)
  • A business unit and a team (created with your workspace)
Payment terms and contract models are optional.

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Open the template builder

In the side menu, click Template, then click New template.

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Create the template

1

Fill in the basic information

In the Overview tab, enter a Name for your template (e.g., Enterprise Sales - North America).Add an optional Internal description to help your team understand when to use this template. Check the Language, Business Unit (Seller), and Team, and set Status to Active in the right panel.
Overview tab of a template
2

Select your catalog and pricebook

Open the Products and prices tab. Under Catalogs, click Add and select the catalog that contains the products you want to sell. Under Pricebooks, click Add and select the pricebook that defines the prices.
Products and prices tab with a catalog and pricebooks
A template needs at least one catalog and one pricebook. Without a pricebook, nobody can create quotes from it.
3

Configure payment terms (optional)

Open the Terms tab. Under Payments & Credits, click Add next to Payment Terms and select the terms to offer (e.g., Net 30). Set each one to Always displayed to insert it in every quote, or Available to let sales reps choose.
Sales reps can change the payment terms per quote, among those offered by the template.
4

Attach a contract model (optional)

In the same Terms tab, under Contract & Terms, click Add and select the contract models your customers must accept. You can add them later.
5

Save the template

Click Save at the top right.

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What happens next

Your template is ready. When a sales rep creates a quote and selects it, Qwoty applies:
  • The template’s default catalog and pricebook
  • The payment terms and contracts set to Always displayed
  • The template’s signature and Dealroom settings (Validation tab)
The template appears in the Template list of the New project window for members of its teams. See Template settings for all the other options.

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Troubleshooting

Check that the template is active: click Template in the side menu and check the Status column. Also check that you belong to one of the template’s teams.
The template has no pricebook. Open the template’s Products and prices tab and add one. Pricebooks are managed in Products & pricing › Pricebook.
Create a contract model first in Content › Contract Models, and make sure its status is Active.

Add products to catalogs

Organize products into catalogs

Configure pricebooks

Set up your prices

Create your first quote

Use your template to generate a quote

Create a contract model

Write contracts for your templates
Last modified on October 27, 2026