> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your first template

> Set up your first sales funnel template to start creating quotes in Qwoty

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]** {/* TODO: verify menu path - likely Settings > Templates or Templates */} and click **\[BUTTON LABEL]**.

## Create the template

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Note>
      Payment terms configured here will appear as defaults on quotes, but sales reps can modify them per deal if needed.
    </Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the template">
    Click **\[BUTTON LABEL]** to make the template available to your sales team.
  </Step>
</Steps>

## 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

<AccordionGroup>
  <Accordion title="Template doesn't appear when creating quotes">
    Verify that the template status is active. Navigate to **\[MENU PATH]** {/* TODO: verify path */} and check the **\[FIELD NAME]** column. Inactive templates won't appear in the quote creation flow.
  </Accordion>

  <Accordion title="Products show incorrect pricing">
    Check that the selected pricebook contains pricing rules for all products in your catalog. Go to **\[MENU PATH]** {/* TODO: verify path */} and confirm each product has a defined price.
  </Accordion>

  <Accordion title="Can't attach a contract model">
    Ensure you have at least one contract model created in **\[MENU PATH]** {/* TODO: verify path */}. Contract models must be created separately before attaching to templates.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Add products to catalogs" icon="box" href="/user-guide/catalog/introduction">
    Learn how to organize products into catalogs for different markets or regions
  </Card>

  <Card title="Configure pricebooks" icon="tag" href="/user-guide/catalog/how-tos/create-pricebook">
    Set up pricing rules and customer segment pricing
  </Card>

  <Card title="Create your first quote" icon="file-invoice-dollar" href="/getting-started/setup/first-quote">
    Use your template to generate a quote for a customer
  </Card>

  <Card title="Contract models overview" icon="file-contract" href="/user-guide/documents/how-tos/create-contract-model">
    Understand how to create dynamic contract templates
  </Card>
</CardGroup>