Templates define how your sales team creates quotes. Each template combines a catalog of products, a pricebook for pricing, payment terms, and a contract model into a single reusable configuration. Use templates to set up different sales funnels for regions, customer segments, or product lines. When a sales rep creates a quote, they select a template that automatically applies the right products, prices, and contract terms.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.
Reference
Template anatomy
Understand template components and structure
Template lifecycle
How templates move from draft to active to archived
Catalog configuration
Group products by region, market, or business unit
Pricebook configuration
Set pricing rules and customer segment discounts
Guides
Create your first template
Step-by-step guide to building a template
Set up multi-region templates
Configure templates for different markets and currencies
Apply payment terms
Configure billing schedules and payment conditions
Link contract models
Attach dynamic contract templates to quotes