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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 what contract applies. 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 four core elements:
  • Catalog: the group of products available to sell (e.g., “France Catalog” or “Enterprise Products”)
  • Pricebook: the price list applied to the catalog, often tailored to customer segments or regions
  • Payment Terms: the billing rules, payment schedules, and terms that apply to quotes created from this template
  • Contract Model: the contract template with dynamic variables that populate automatically when a quote is accepted
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 catalog, pricebook, payment terms, and contract model 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

TemplateQuote
Reusable configurationOne-time sales document
Defines product catalog and pricing rulesContains specific products and quantities
No customer informationTied to a specific customer
Created by Admins or ManagersCreated by Sales Reps using a template
Updated to affect future quotesLocked once published

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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 cannot delete a template that has active quotes. Archive the template instead to prevent new quotes while preserving historical data.
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 dynamic contract templates

Creating quotes

Use templates to generate quotes quickly