Navigate to the 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 to be displayed on quotes
3) Tap Done
Editing GST
1) Tap GST
2) Turn on GST if you are GST registered, tap Go to tax settings and turn on GST
3) Tap Save
4) Now select GST exclusive or GST inclusive and tap Save
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 the quote that will be created
Notes:
Templates can be updated by navigating back to the templates page
An existing quote can’t be used to create a new quote template
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