Quote Template Manager

Template Name

Company/Dealer Name

Company Address

Phone

Email

Website

Tagline

Header Image

Or enter image path manually

Box/Header Color

Color used for PDF headers and accent boxes

Button Color

Font Family

Devices Comment

Supplies Comment

Benefits Note

PDF Note

Pre-Charts Wording

Totals Include

Totals Included Comment

Cover Letter Position

Load from Existing Cover Letter

Select an existing cover letter to pre-fill fields below, or write custom content

Subject Line

Content

About Us

Signature

Greeting Font Size

Acceptance Message

Message shown when client accepts quote

Terms & Conditions

Terms & conditions displayed on the quote signature page. Each paragraph on a new line.

Disclaimer

Short disclaimer shown at bottom of quotes

Footer Charts/Content

Custom content displayed at bottom of quote PDFs

Template Active

Inactive templates won't appear in template selectors

Company Charts