> ## 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.

# Template settings

> Reference of every tab and setting of a quote template

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

![Overview tab of a template](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/template-overview.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=2e5870a947cd2859122a74528f24d2c9)

| 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](https://docs.qwoty.io/user-guide/workflows/reference/how-approvals-work.md).

## 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

![Products and prices tab with catalogs and pricebooks](https://mintcdn.com/qwoty-45352a33/eWpiS0eDlFAhkSLr/images/app/template-products-and-prices.jpg?fit=max\&auto=format\&n=eWpiS0eDlFAhkSLr\&q=85\&s=0be4e9e309cd79a6477ea032e6b27254)

| 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.

> [!WARNING]
>
> 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](https://docs.qwoty.io/user-guide/templates/how-tos/link-contract-model.md).

## 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](https://docs.qwoty.io/user-guide/settings/workspace/forms.md).

## 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.

## Related

> **[Create a quote template](https://docs.qwoty.io/user-guide/templates/how-tos/create-quote-template.md)**
>
> Set up a template step by step

> **[Configure the signature](https://docs.qwoty.io/user-guide/dealroom/how-tos/configure-signature.md)**
>
> How signature settings apply to quotes

> **[Content blocks](https://docs.qwoty.io/user-guide/documents/reference/content-blocks.md)**
>
> Blocks used in the Content tab

> **[Business units](https://docs.qwoty.io/user-guide/settings/workspace/business-units.md)**
>
> Branding of the seller


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