Skip to main content

​
Overview

Quote templates allow you to create reusable designs for your quotes, making it easy to maintain consistent branding and presentation across all your quotes. You can create multiple templates, customize each one with your own images, testimonials, and add-ons, and quickly apply them to any quote.

Create Templates

Design multiple templates for different event types or services

Customize Elements

Configure gallery images, testimonials, add-ons, and more

Apply to Quotes

Quickly assign templates to any quote

Set Defaults

Choose a default template for new quotes

​
Creating a Quote Template

You can create a new quote template in two ways:

​
From the Templates Page

1

Navigate to Templates

Go to Templates → Quote Templates in the main navigation.
2

Create New Template

Click the Create Template button in the top right.
3

Customize

You’ll be taken to the template editor where you can customize your new template.

​
From a Quote Page

1

Open Any Quote

Open any quote detail page.
2

Go to Quote Template Tab

Click on the Quote Template tab.
3

Create from Dropdown

In the template selector dropdown, click Create new template.
4

Customize

You’ll be redirected to the template editor to customize your new template.
When you create a template, it starts with default settings. You can then customize it with your own images, testimonials, add-ons, and other elements.

​
Editing a Quote Template

To edit an existing template:
1

Navigate to Quote Templates

Go to Templates → Quote Templates.
2

Select Template

Click on the template card you want to edit.
3

Make Changes

Use the template editor to customize gallery images, testimonials, add-ons, and other settings.
The template editor provides a live preview of how your quote will look with the current template settings. You can toggle between desktop and mobile views to see how your template appears on different devices.

​
Editing the Template Name

  1. In the template editor, click on the template name at the top of the page
  2. Type the new name
  3. Press Enter or click the checkmark to save, or Escape to cancel
The template name is saved automatically.

​
What You Can Edit on Templates

Customize the service description text that appears on your quotes. You can add multiple lines of text, and each line supports Handlebars template variables to dynamically insert quote-specific information.
  • Adding Lines: Click the “Add line” button to add a new service detail line
  • Editing Lines: Click on any existing line to edit its text
  • Removing Lines: Click the remove button next to any line to delete it
  • Reordering: Drag and drop lines to change their display order
Available Shortcodes:
  • {{quote.guest_count}} - Number of guests
  • {{quote.staff_count}} - Number of staff
  • {{quote.service_duration_hours}} - Service duration
  • {{quote.event_address}} - Event location
Configure how reviews appear on your quotes to build trust with potential customers.
  • Show/Hide Reviews: Toggle whether to display your company’s review rating and count
  • Rating Value: Set your company’s average rating (typically from Google Business Profile)
  • Rating Count: Set the total number of reviews
Add customer testimonials that will be displayed on your quotes.
  • Adding Testimonials: Click “Add testimonial” to create a new testimonial with customer name and quote text
  • Editing Testimonials: Click the edit button on any testimonial to modify it
  • Removing Testimonials: Click the delete button to remove a testimonial
  • Reordering: Drag and drop testimonials to change their display order
Add 3-5 compelling testimonials for best results. Use specific, detailed testimonials that mention results.
Control which add-ons are displayed on quotes using this template.
  • Enabling Add-ons: Toggle add-ons on or off to include or exclude them from quotes
  • Reordering: Drag and drop enabled add-ons to change their display order
  • Creating New Add-ons: Click “Create add-on” to add a new add-on to your company’s add-on library
Add-ons configured here are the default for this template. You can still customize add-ons for individual quotes.
The hero message is a customizable text message that appears prominently at the top of your quote. You can edit this directly in the template editor to create a compelling introduction for your quotes.

​
Assigning a Template to a Quote

You can change which template is assigned to a quote at any time:
1

Open Quote

Open the quote detail page for the quote you want to update.
2

Go to Quote Template Tab

Click on the Quote Template tab.
3

Select Template

In the template selector dropdown at the top, select the template you want to use.
4

Automatic Update

The quote will automatically update to use the selected template.
The template selector shows:
  • All available templates for your company
  • Which template is currently assigned (marked with a checkmark)
  • Which template is set as the default (marked with a star icon)
  • An option to create a new template
When you change a quote’s template, the quote immediately reflects the new template’s settings, including gallery images, testimonials, add-ons, and other visual elements.

​
Managing Templates

​
Viewing All Templates

Navigate to Templates → Quote Templates to see all your quote templates. Each template card shows:
  • A thumbnail preview (using the first gallery image, if available)
  • The template name
  • How many quotes are currently using the template
  • When the template was last updated
  • Whether it’s set as the default template

​
Setting a Default Template

The default template is automatically applied to new quotes. To set a template as default: From the Templates Page:
  1. Go to Templates → Quote Templates
  2. Click the three-dot menu (⋮) on the template card
  3. Select Set as default
From the Template Editor:
  1. Click the three-dot menu in the top right
  2. Select Set as default
Only one template can be the default at a time. Setting a new default automatically removes the default status from the previous default template.

​
Duplicating a Template

To create a copy of an existing template:
1

Navigate to Templates

Go to Templates → Quote Templates.
2

Open Menu

Click the three-dot menu (⋮) on the template you want to duplicate.
3

Select Duplicate

Select Duplicate.
4

Name Your Copy

Enter a name for the new template.
5

Confirm

Click Duplicate Template.
The new template will be an exact copy of the original, including all gallery images, testimonials, add-ons, and other settings. You can then edit the duplicate independently.

​
Deleting a Template

To delete a template:
  1. Go to Templates → Quote Templates
  2. Click the three-dot menu (⋮) on the template you want to delete
  3. Select Delete
  4. Confirm the deletion
You cannot delete the default template. You must set another template as default first.
Deleting a template does not affect existing quotes that were created using that template. Those quotes will continue to display with the template settings they had when they were created.

​
Default Templates

Every company has one default template. The default template is:
  • Automatically applied to new quotes when they’re created
  • Marked with a star icon and “Default” badge
  • Protected from deletion (you must set another template as default first)
When you create your first template, it automatically becomes the default. You can change the default template at any time, and only one template can be the default at once.

​
Tips for Using Templates

Consider creating different templates for different types of events or services. For example:
  • “Wedding Package” with romantic imagery and wedding-focused testimonials
  • “Corporate Event” with professional photos and business testimonials
  • “Coffee Service” with product-focused images
Give your templates clear, descriptive names so you can easily identify which one to use for each quote. Good examples:
  • “Premium Wedding Package”
  • “Corporate Catering”
  • “Festival & Large Events”
Always preview your templates in mobile view to ensure they look good on all devices. Many customers will view quotes on their phones.
Regularly review and update your templates to ensure they reflect your current branding and offerings. Update testimonials and images seasonally.
Add testimonials that are relevant to the type of quote you’re sending. Wedding testimonials for wedding templates, corporate testimonials for business templates.

​
Frequently Asked Questions

Yes, you can edit templates at any time. However, changes to a template only affect new quotes that use it. Existing quotes retain the template settings they had when they were created.
Existing quotes are not affected. They will continue to display with the template settings they had when they were created.
Yes! You can create as many templates as you need. This is useful for different event types, service packages, or branding variations.
On the quote detail page, go to the Quote Template tab. The currently selected template will be shown in the template selector dropdown.
Templates are shared across all quotes. If you need quote-specific customizations, you can create a new template or duplicate an existing one and modify it for that specific use case.

​
Next Steps

Create Your First Quote

Learn how to create and send quotes to leads

Configure Add-ons

Set up add-ons to include in your templates

Quote Settings

Configure default quote settings and delivery options

Sending Quotes

Learn best practices for sending quotes to customers