> ## 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.

# Templates

> Configure your sales funnel with templates that combine catalogs, pricing, payment terms, and contracts.

{/* AUDIT NOTE: Template is a top-level sidebar item (not under Settings). Nav: Home > Template. Create button: + New. List columns: Status, Name, Teams, Seller, Currency, Language, Updated at. Row ⋯ menu: Edit, Duplicate, Delete. */}

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.

## Reference

<CardGroup cols={2}>
  <Card title="Template anatomy" icon="microscope" href="/user-guide/templates/introduction">
    Understand template components and structure
  </Card>

  <Card title="Template lifecycle" icon="arrow-progress" href="/user-guide/templates/introduction">
    How templates move from draft to active to archived
  </Card>

  <Card title="Catalog configuration" icon="layer-group" href="/user-guide/templates/introduction">
    Group products by region, market, or business unit
  </Card>

  <Card title="Pricebook configuration" icon="tags" href="/user-guide/templates/introduction">
    Set pricing rules and customer segment discounts
  </Card>
</CardGroup>

## Guides

<CardGroup cols={2}>
  <Card title="Create your first template" icon="plus" href="/user-guide/templates/how-tos/create-quote-template">
    Step-by-step guide to building a template
  </Card>

  <Card title="Set up multi-region templates" icon="globe" href="/user-guide/templates/introduction">
    Configure templates for different markets and currencies
  </Card>

  <Card title="Apply payment terms" icon="calendar-days" href="/user-guide/templates/introduction">
    Configure billing schedules and payment conditions
  </Card>

  <Card title="Link contract models" icon="file-contract" href="/user-guide/templates/how-tos/link-contract-model">
    Attach dynamic contract templates to quotes
  </Card>
</CardGroup>