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A quote template defines how your sales team builds quotes: which catalogs and pricebooks they can use, the default terms and contracts, what the customer sees, and how the quote is signed. Each quote is created from one template.

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Prerequisites

  • At least one catalog with products and one pricebook linked to it
  • A business unit (Settings › Workspace › Business unit) and a team
  • Optionally: payment terms, payment methods, taxes, contract models, content blocks, and approval workflows to offer in the template
  • Write access to templates

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Create the template

1

Open the creation page

In the side menu, click Template, then click New template at the top right.New templates start with the default team, and the standard catalog and pricebook of the workspace when they exist.
2

Fill in the Overview tab

Overview tab of a new template
  • Name *: for example France SMB
  • Language: the language of the quotes and the Dealroom
  • Date, time and number format *: how dates and amounts are formatted
  • Business Unit (Seller) *: the selling entity, which provides the branding and legal details
  • Team *: only members of these teams can use the template
  • Reference and Internal description (optional)
In the right panel, set Status to Active. The API Name is generated from the name.The template has no currency field: a quote’s currency comes from its pricebook.
3

Add catalogs and pricebooks (Products and prices tab)

Products and prices tab
Under Catalogs, click Add, select catalogs, and click Confirm. Then do the same under Pricebooks: only pricebooks linked to the selected catalogs are offered. The first row of each table is the default; drag rows to reorder them.Optionally, add Discounts sales reps can apply, and Tax to add to every quote.
Add at least one catalog and one pricebook. Without a pricebook, sales reps can’t create quotes from this template: the Pricebook list of the New project window stays empty.
4

Set the terms (Terms tab)

Under Payments & Credits, choose the Default first invoicing date, add the Payment Terms and Payment Methods to offer, and enter Default specific terms if needed. Under Contract & Terms, add the contract models to offer. See Link a contract model.
5

Set the content (Content tab)

Enter a Default proposal name and a Default quote expiration in days, turn on the quote Custom Fields you need, and add content blocks under Quote content block.
6

Set governance (Governance tab)

Choose the restrictions and add the Approval workflow that apply to quotes of this template.
7

Set the customer view (Customer view tab)

Upload a Dealroom header, choose the columns of Display in customer table view, and select the Billing form and Shipping form.
8

Set signature and sharing (Validation tab)

In Esign & Sharing, turn on Activate dealroom, choose E-sign (Qwoty E-sign) and the Signature type (Open or Restricted), and add Default internal recipients if needed. In Email & Reminders, set the default email and reminders. In PDF setup, choose the PDF layout.
9

Save

Click Save at the top right.
See Template settings for every setting.

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What happens next

The template appears in the template list. Members of its teams can select it in the New project window when they create a quote. Changes you make later apply to quotes created afterwards.

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Troubleshooting

Check that the template’s Status is Active and that the sales reps belong to one of its Team values.
Pricebooks must be linked to one of the template’s catalogs. Add the catalog first, or link the pricebook to the catalog in Products & pricing › Pricebook.
Template discounts depend on your plan (“Template discounts are not available on your current plan.”).

Template settings

Reference of every tab

Link a contract model

Add contracts to the template

Create a pricebook

Set up the prices used by the template

Duplicate a template

Start from an existing template
Last modified on October 27, 2026