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A template in Qwoty is a reusable sales funnel configuration that defines which products you offer, at what prices, with what payment terms and contracts, and how quotes are shared and signed. Templates eliminate repetitive setup and ensure consistency across your sales process. Think of a template as a blueprint for creating quotes. Instead of manually selecting catalogs, pricebooks, and contract terms every time, you configure a template once and apply it to multiple quotes.

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What a template includes

Every template combines these core elements:
  • Catalogs: the groups of products available to sell (e.g., “France Catalog” or “Enterprise Products”)
  • Pricebooks: the price lists applied to the catalogs, often tailored to customer segments or regions. A quote’s currency comes from its pricebook
  • Payment terms and methods: the payment schedules and methods offered in quotes
  • Contract models: the contracts added to quotes, which the customer accepts in the Dealroom before signing
Templates also hold the business unit (seller), the teams allowed to use them, content blocks, approval workflows, the Dealroom layout, and the signature settings. See Template settings.
A template needs at least one catalog and one pricebook. Otherwise, sales reps can’t create quotes from it.
Templates don’t store customer data or quote-specific details. They only define the structure and rules for creating quotes.

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How templates work

When you create a quote, you select a template. Qwoty applies the template’s default catalog, pricebook, payment terms, and contracts to the quote automatically. This ensures every quote follows your configured sales process.

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When to use templates

Templates are most useful when you have:
  • Different product catalogs for different regions, industries, or customer segments
  • Multiple pricing strategies such as standard, premium, or partner pricing
  • Varied payment terms like net-30 for enterprise customers and upfront payment for SMBs
  • Custom contracts that differ by product line or customer type
Create separate templates for each combination of catalog, pricing strategy, and contract type. For example: “US Enterprise,” “EU SMB,” or “Partner Reseller.”

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Template vs. quote

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Common questions

Yes. Changes to a template only affect new quotes created after the update. Existing quotes remain unchanged.
No. Templates are designed for reuse across multiple customers with similar needs. Use customer segments or regions to determine template structure, not individual customers.
You can’t delete a template while editable quotes are still linked to it: Qwoty lists the quotes that block the deletion. To stop using a template without deleting it, set its Status to Inactive.
No. Each quote is created from a single template. If you need to combine products from different catalogs, configure a template with a merged catalog or create separate quotes.

Creating a template

Step-by-step guide to building your first template

Catalogs and pricebooks

Understand how catalogs and pricebooks work together

Contract models

Learn how to create contract models

Creating quotes

Use templates to generate quotes quickly
Last modified on October 27, 2026