Template settings

A template is edited on a single page with seven tabs: Overview, Governance, Content, Products and prices, Terms, Customer view, and Validation. The right panel shows the Status block and the template’s Activity. Click Save at the top right to save changes made in any tab. To open a template, click Template in the side menu, then click the template (or ⋯ › Edit).

Overview

Setting	Description
Name *	Template name shown to sales reps when they create a quote
Reference	Internal reference
Language	Language of the quotes, the Dealroom, and the PDF
Date, time and number format *	Locale used to format dates and amounts, for example French (France) (fr-FR)
Business Unit (Seller) *	The business unit issuing the quotes: branding, address, and legal details
Team *	Only people from those teams can use this template
Internal description	Note for your team

Right panel: Status * (Active or Inactive; only active templates can be used for new quotes), API Name *, and ID.

Governance

Setting	Description
Restrictions › Line items Quotation	Sales can edit price, Sales can edit line items discount, Display margin by item
Restrictions › Credit	Sales can edit customer balance
Approval workflow	The approval workflows that apply to quotes of this template. Click Add to select workflows. Approvals are checked in table order; the first one meeting its conditions is triggered.

See How approvals work.

Content

Setting	Description
Default proposal name	Default title of new quotes, customizable by sales
Default quote expiration in days	Sets the Expiration date of new quotes
Custom Fields	Quote custom fields: turn them on, set default values, and choose whether they’re mandatory, editable by sales, and displayed to the customer
Quote content block	Content blocks available in quotes, with their Insertion (Always displayed or Available) and whether they’re Editable

Products and prices

Setting	Description
Catalogs	Catalogs available in quotes of this template. The first one is the default.
Pricebooks	Pricebooks available in quotes. The first one is the default. Only pricebooks linked to the catalogs above can be added (“Select at least one catalog first”).
Discounts	Discounts sales reps can add to quotes. Depends on your plan.
Tax	Taxes added automatically, on top of the default product taxes, when a quote is created. Activate default price tax applies the products’ default taxes.

Drag rows to change the order; the first row is the default.

A template needs at least one catalog and one pricebook. Without a pricebook, the Pricebook list of the New project window is empty and sales reps can’t create quotes from this template.

Terms

Payments & Credits:

Setting	Description
Default first invoicing date	On sign date or Delayed start (days)
Payment Terms	Payment terms available in quotes, each Always displayed or Available
Payment Methods	Payment methods available in quotes, each Always displayed or Available
Default specific terms	Text shown to the customer, editable by sales

Contract & Terms: the contract models available in quotes. For each one, set Editable, Mandatory, Insertion (Always displayed or Available), and the order. A mandatory contract is always displayed and can’t be removed from quotes. See Link a contract model.

Customer view

Setting	Description
Dealroom header	Header image of the Dealroom. Recommended format 1920 × 1080 px
Display in customer table view	Columns shown in the Dealroom offer: Reference, SKU, Unit, Discounted unit price, Total inc.tax, Tax rate
Form	Billing form and Shipping form the customer fills in (or None), and Form guidelines shown to the customer

See Forms.

Validation

Esign & Sharing:

Setting	Description
Activate dealroom	Turns the Dealroom on for quotes of this template
E-sign	Qwoty E-sign or None
Signature type	Open (anyone with the link can sign) or Restricted (only designated signers). Requires the Dealroom
Default internal recipients	Users added to every quote, with a role (Signer or Viewer) and an order. If Open signature is enabled, all internal recipients are assigned the Viewer role.

Email & Reminders:

Setting	Description
Default email object	Default subject of the share email
Default email message	Default body of the share email
Default automatic reminder	Follow-up emails if no signature. By default, after 1 and 3 days

PDF setup:

Setting	Description
PDF layout	Proposal or Quote. Click See example to compare
Send custom PDF on quote creation	Send additional PDF on quote creation and Send additional PDF on quote validation: custom PDFs sent to the recipients they specify

Notifications: Internal recipients after quote validation: email addresses, separated by commas, that receive a separate email when a quote is validated. External IDs: CRM ID, ERP ID, and Accounting ID of the template.

Create a quote template

Set up a template step by step

Configure the signature

How signature settings apply to quotes

Content blocks

Blocks used in the Content tab

Business units

Branding of the seller

Quotes

Catalog & Products

Customers

Templates

Approvals & Workflows

Dealroom

Documents & Models

Settings (Admin)

Data migration

Data Model

Troubleshooting

Template settings

Overview

Governance

Content

Products and prices

Terms

Customer view

Validation

Create a quote template

Configure the signature

Content blocks

Business units

​Overview

​Governance

​Content

​Products and prices

​Terms

​Customer view

​Validation

​Related

Create a quote template

Configure the signature

Content blocks

Business units

Overview

Governance

Content

Products and prices

Terms

Customer view

Validation

Related