> ## 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.

# What is a template

> Learn how templates combine catalog, pricing, payment terms, and contract models to streamline quote creation.

{/* AUDIT NOTE: Conceptual content confirmed as accurate. Template form sections confirmed: General Information, Content & Framework, Product & Prices Access (Catalogs, Pricebooks, Discounts, Tax), Payment & Terms (Payments & Credits, Contract & Terms), Governance & Restrictions, E-sign/Notifications & Document. The four-element summary (Catalog, Pricebook, Payment Terms, Contract Model) is a valid simplification of the actual form structure. */}

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.

## 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

<Info>
  Templates don't store customer data or quote-specific details. They only define the *structure* and *rules* for creating quotes.
</Info>

## How templates work

```mermaid theme={null}
graph LR
    A[Template] --> B[Catalog]
    A --> C[Pricebook]
    A --> D[Payment Terms]
    A --> E[Contract Model]
    B --> F[Quote]
    C --> F
    D --> F
    E --> F
    F --> G[Dealroom]
    G --> H[Contract]
```

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.

## 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

<Tip>
  Create separate templates for each combination of catalog, pricing strategy, and contract type. For example: "US Enterprise," "EU SMB," or "Partner Reseller."
</Tip>

## Template vs. quote

| Template                                  | Quote                                     |
| ----------------------------------------- | ----------------------------------------- |
| Reusable configuration                    | One-time sales document                   |
| Defines product catalog and pricing rules | Contains specific products and quantities |
| No customer information                   | Tied to a specific customer               |
| Created by Admins or Managers             | Created by Sales Reps using a template    |
| Updated to affect future quotes           | Locked once published                     |

## Common questions

<AccordionGroup>
  <Accordion title="Can I change a template after creating quotes from it?">
    Yes. Changes to a template only affect new quotes created after the update. Existing quotes remain unchanged.
  </Accordion>

  <Accordion title="Do I need a different template for each customer?">
    No. Templates are designed for reuse across multiple customers with similar needs. Use customer segments or regions to determine template structure, not individual customers.
  </Accordion>

  <Accordion title="What happens if I delete a template?">
    You cannot delete a template that has active quotes. Archive the template instead to prevent new quotes while preserving historical data.
  </Accordion>

  <Accordion title="Can a quote use multiple templates?">
    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.
  </Accordion>
</AccordionGroup>

## Related

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

  <Card title="Catalogs and pricebooks" icon="book" href="/user-guide/catalog/reference/catalog-vs-pricebook-vs-bundle">
    Understand how catalogs and pricebooks work together
  </Card>

  <Card title="Contract models" icon="file-contract" href="/user-guide/orders-contracts/how-tos/create-contract">
    Learn how to create dynamic contract templates
  </Card>

  <Card title="Creating quotes" icon="file-invoice" href="/user-guide/quotes/how-tos/create-quote">
    Use templates to generate quotes quickly
  </Card>
</CardGroup>