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A quote template defines the sales funnel configuration for your quotes. It combines a catalog, pricebook, payment terms, and contract model into a reusable blueprint that helps your sales team create consistent proposals faster.

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Prerequisites

Before creating a quote template, ensure you have:
  • At least one Catalog configured with products
  • At least one Pricebook set up
  • Payment terms defined (optional)
  • A Contract Model created (optional)
You must have Admin or Manager role permissions to create and manage quote templates.

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Access the templates page

In the left side menu, click Template.

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Create a new template

1

Open the creation form

Click + New at the top right of the template list.
2

Fill in General Information

In the General Information section, complete the required fields:
  • Name *: Enter a descriptive name (e.g., “France SMB Template”)
  • Currency: Set the currency for quotes created from this template
  • Language: Select the quote language
  • Team *: Select which team(s) can access this template
  • Business Unit (Seller): Assign the selling entity
  • Internal description (optional): Add notes about when to use this template
3

Configure products and pricing

In the Product & Prices Access section:
  • Catalogs: Add the product catalog(s) available for this template
  • Pricebooks: Add the price list(s) to apply (only pricebooks linked to the selected catalogs are available)
  • Discounts: Add any discount rules available to sales reps
4

Configure payment and contract terms (optional)

In the Payment & Terms section:
  • Under Payments & Credits: Set default payment terms and payment methods
  • Under Contract & Terms: Add the contract model(s) to associate with this template
5

Save the template

Set Status to Active in the right panel (default), then click Save.

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What happens next

Your new template appears in the template list and becomes available for sales reps to select when creating quotes. The catalog and pricebook you configured will apply automatically when someone chooses this template.
Create multiple templates for different sales scenarios—for example, separate templates for different regions, customer segments, or product lines.

Manage product catalogs

Configure catalogs and add products

Create a pricebook

Set up price lists for different segments

Create a quote

Use your template to build a quote

Configure contract models

Design contract templates with variables