Navigate to Quote templates page by tapping More

then Quote templates

The first time you open the default quote template, this screen will appear as a reminder that any customisations or data entered on the template will appear on every future quote using that template.

After reading, tap Got it

To start, tap on the default template

Notes:

  • For existing users: The default template is based on the existing quote sent

  • For new users: The default template is mostly blank but it will contain the information you entered when signing up, e.g. the name and email address

Editing the template name

1) Tap the pencil on the quote template field

2) Tap Edit name

3) Enter the template name then tap Save

Adding or editing business details

1) Tap Logo and brand details to enter the business details for this quote template

2) The business details section will appear where you can add a logo and enter more information

such as

  • Your name

  • Business name

  • Address

  • Phone number

  • Email address

  • Business number (ABN)

3) The fields can be reordered. The handle will appear when you tap the text box.

4) Tap Save once information is entered and fields are arranged accordingly

Updating the brand colour

1) Tap Brand colour to set the Headline font colour

2) Choose from the palette or enter the Hex code of your choice

3) Tap Save

Updating the font

1) Tap Choose font

2) Choose a font

3) Tap Done

Hiding and unhiding fields

1) Tap Additional fields

2) By default, all fields are hidden, tap which fields you want displayed on quotes

3) Tap Done

Add or edit additional notes

1) Tap Additional Notes

2) Enter notes, e.g. your T&C

3) Tap Done

Preview the template

Click the Preview template

to see the version of quote that will be created

Notes:

  1. Templates can be updated by navigating back to the templates page

  2. An existing quote can’t be use to create a new quote template

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