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

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=templates-reports, /edit/template/[templateId], /edit/report/[reportId] · Guide last checked 2026-10-03

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Preconditions

A stocked product list.

Steps

1. Create a templateDo: In Settings → Templates click "Create Template". Enter a Name (e.g. "Standard Roof Inspection"), choose the Category "Quote Details", tick Shared, click "Create Template".Expect: The template editor opens.Actual:
2. Build the contentDo: In the editor add sections (Tear-off, Underlayment, Shingles, Ventilation, Clean-up) and the items that are always there, with typical quantities.Expect: Autosaves.Actual:
3. Apply it in a proposalDo: Open a proposal, Quote Details, click "View templates to get started quickly", and pick the template in "Select a Template".Expect: The sections and items load into the current option.Actual:
4. Text templatesDo: Repeat with Category "Introduction" or "Custom Page Text" to save your intro and FAQ pages.Expect: Available from the same link on text pages.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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