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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.

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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

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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