Text Templates for Quotes

With text templates you save time when creating quotes. Set up frequently used texts once and reuse them again and again.

Types of Templates

Introduction Texts

Texts that appear before the line items:

Example:

Thank you for your interest in our services. We are pleased to submit the following quote:

Closing Texts

Texts that appear after the line items:

Example:

This quote is valid for 30 days. If you have any questions, please do not hesitate to contact us. We look forward to working with you.

Line Item Templates

Predefined services with description and price:

Example:

• Web design - Creation of a responsive website (5 pages) - 2,500 EUR
• SEO package - Search engine optimization for 3 months - 1,500 EUR/month

Creating Templates

1. Go to Settings > Text Templates
2. Click on New Template
3. Select the type (Introduction, Closing, Line Item)
4. Enter a name and the text
5. Save the template

Creating a Line Item Template

For line item templates you can additionally specify:

Using Templates

In a Quote

1. Create a new quote or open an existing one
2. Click on Insert Template (+ symbol)
3. Select the desired template
4. The text is inserted

For Line Items

1. Click on + Add Line Item in the line items section
2. Select From Template
3. Choose the line item template
4. Adjust quantity and price if needed

Organizing Templates

Categories

Organize your templates in categories:

• Services - Consulting, development, etc.
• Products - Hardware, licenses, etc.
• Packages - Combined services

Favorites

Mark frequently used templates as favorites. These appear at the top of the list.

Using Placeholders

In template texts you can use placeholders that are automatically replaced:

Example with placeholders:

Dear ,

Thank you for your inquiry. We are pleased to submit the following quote:

Best Practices

1. Consistent language - Use uniform wording
2. Legally reviewed - Have important texts reviewed by a lawyer
3. Keep current - Review prices and texts regularly
4. Not too many - Quality over quantity
5. Descriptive naming - "Intro_WebProject" instead of "Template1"

Importing/Exporting Templates

Export

1. Go to Settings > Text Templates
2. Select the desired templates
3. Click on Export
4. The templates are downloaded as a JSON file

Import

1. Go to Settings > Text Templates
2. Click on Import
3. Select your JSON file
4. Confirm the import

Sharing Templates with the Team

Templates are available organization-wide. All team members can access the same templates.

Tip: Create a set of standard templates for your team to ensure consistent quotes.