> ## 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 a quote template

> Set up a new quote template to streamline your sales process

{/* AUDIT NOTE: Template is a top-level sidebar item (not under Settings). Creation opens a full form page (not a modal). Button is "+ New", not "New template". Save button is "Save". Form sections: General Information (Name*, Reference, Language, Currency, Date/time/number format*, Business Unit (Seller), Team*, Internal description), Content & Framework, Product & Prices Access (Catalogs, Pricebooks, Discounts, Tax), Payment & Terms (Payments & Credits: Default first invoicing date, Payment Terms, Payment Methods, Comment; Contract & Terms), Governance & Restrictions, E-sign/Notifications & Document. Right panel: Status* (Active), API Name*. */}

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.

## 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)

<Note>
  You must have **Admin** or **Manager** role permissions to create and manage quote templates.
</Note>

## Access the templates page

In the left side menu, click **Template**.

## Create a new template

<Steps>
  <Step title="Open the creation form">
    Click **+ New** at the top right of the template list.
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="Save the template">
    Set **Status** to **Active** in the right panel (default), then click **Save**.
  </Step>
</Steps>

## 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.

<Tip>
  Create multiple templates for different sales scenarios—for example, separate templates for different regions, customer segments, or product lines.
</Tip>

## Related resources

<CardGroup cols={2}>
  <Card title="Manage product catalogs" icon="books" href="/user-guide/catalog/introduction">
    Configure catalogs and add products
  </Card>

  <Card title="Create a pricebook" icon="tags" href="/user-guide/catalog/how-tos/create-pricebook">
    Set up price lists for different segments
  </Card>

  <Card title="Create a quote" icon="file-invoice" href="/user-guide/quotes/how-tos/create-quote">
    Use your template to build a quote
  </Card>

  <Card title="Configure contract models" icon="file-contract" href="/user-guide/orders-contracts/how-tos/create-contract">
    Design contract templates with variables
  </Card>
</CardGroup>