My Roof CRM

Quote, introduction and text templates

Create a Quote Details template with your standard sections and items, create text templates for introductions and custom pages, and pull them into a proposal.

Intermediate 7 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

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A Quote Details template stores sections and items so every quote starts with your standard structure. Introduction and Custom Page Text templates store rich text. All are created in Settings, edited at /edit/template/<id>, and applied from the "View templates" link on the matching page.

By the end you can

  • Create a template in Settings
  • Edit it in the template editor
  • Apply it inside a proposal

Screens used

Step by step

  1. Create a template/settings?activeTab=templates-reports

    In Settings → Templates click "Create Template". Enter a Name (e.g. "Standard Roof Inspection"), choose the Category "Quote Details", tick Shared, click "Create Template".

    You should see: The template editor opens.

  2. Build the content/edit/template/[templateId]

    In the editor add sections (Tear-off, Underlayment, Shingles, Ventilation, Clean-up) and the items that are always there, with typical quantities.

    You should see: Autosaves.

  3. Apply it in a proposal/edit/report/[reportId]

    Open a proposal, Quote Details, click "View templates to get started quickly", and pick the template in "Select a Template".

    You should see: The sections and items load into the current option.

  4. Text templates/settings?activeTab=templates-reports

    Repeat with Category "Introduction" or "Custom Page Text" to save your intro and FAQ pages.

    You should see: Available from the same link on text pages.

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