NOTE: Ongoing use of multiple quote templates is only available on the Pro plans after the free trial expires.
Accessing and Starting a Template
Go to Quotes → Quote templates.
Click on the template.
NOTES:
A reminder will appear that any customisations made will apply to all future quotes using this template; click Got it.
For existing users, the default template is based on current quote settings. For new users, it is mostly blank but includes sign-up information like name and email address.
How to set up or edit a template
Edit the template name, by clicking on the template name in the Template field, entering the template name, and clicking Save.
Use Branding & design to
Adding or Editing Business Details
Click Branding & design to enter the business details for this quote template.
On the Brand tab, add a logo and enter your business information, such as:
Your name
Business name
Address
Phone number
Email address
Business number (ABN)
Styling the Quote Template
Click Branding & design on the right side of the template to open the design section.
Upload the business logo and a header on the Brand tab.
Change the stripe or heading color by clicking 'Stripe colour' or 'Heading colour', then choosing from the palette or entering the hex color.
Select your preferred font on the Font tab.
On the Design tab, you can hide or unhide specific fields, columns, or the local currency.
Other Customisation Features
Attaching files: You can set additional files (like terms and conditions) to be automatically included with every quote created from that template
Payment details: Add or edit payment details at the bottom of the quote template.
Footer: Add or edit the footer content at the bottom of the template.
How to delete a template
NOTE: You can delete templates, but the default template can’t be deleted.
Go to Quotes → Quotes templates.
Find the template you want to remove.
Delete it using either method:
Hover over the template, click the three dots, then select Delete.
Open the template, click Options, then choose Delete.
Remember to download the Rounded mobile app!