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

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.

GuideScriptChecklist

Rough runtime

3:43

Scenes

6

Lesson

6.14 · Proposals & quotes

File name

06-14 quote-templates.mp4

Before you record

  • A stocked product list.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Quote, introduction and text templates/settings?activeTab=templates-reportsTitle card, then the first screen of the lesson.Stop retyping the same quote. Let us make a quote template and use it.
10:2047sCreate a template/settings?activeTab=templates-reportsIn Settings → Templates click "Create Template". Enter a Name (e.g. "Standard Roof Inspection"), choose the Category "Quote Details", tick Shared, click "Create Template".Create Template: name, category, shared. The editor opens.
21:0747sBuild 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.Put in what every replacement quote has. Reps will adjust quantities, not rebuild the structure.
31:5447sApply 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".In the proposal, View templates, pick yours, and the quote is pre-built.
42:4147sText templates/settings?activeTab=templates-reportsRepeat with Category "Introduction" or "Custom Page Text" to save your intro and FAQ pages.Same move for your introduction and any text page.
53:2815sRecap & next lesson/settings?activeTab=templates-reportsHold on the finished result, then the end card.Next: authorization templates and the dedicated authorization template editor.

Narration, in order

  1. 0. Intro: Quote, introduction and text templates

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Stop retyping the same quote. Let us make a quote template and use it.

  2. 1. Create a template

    0:20 · 47s

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

    Create Template: name, category, shared. The editor opens.

    Show before cutting: The template editor opens.

  3. 2. Build the content

    1:07 · 47s

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

    Put in what every replacement quote has. Reps will adjust quantities, not rebuild the structure.

    Show before cutting: Autosaves.

  4. 3. Apply it in a proposal

    1:54 · 47s

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

    In the proposal, View templates, pick yours, and the quote is pre-built.

    Show before cutting: The sections and items load into the current option.

  5. 4. Text templates

    2:41 · 47s

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

    Same move for your introduction and any text page.

    Show before cutting: Available from the same link on text pages.

  6. 5. Recap & next lesson

    3:28 · 15s

    Hold on the finished result, then the end card.

    Next: authorization templates and the dedicated authorization template editor.

Related lessons

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Quote editor: options, sections and items

Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.

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Templates explained: categories, shared templates and limits

The six template categories, how a template is pulled into a page, the difference from layouts, and the Starter limit.

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