Quote templates — multiple quote layouts you can pick from

Build more than one quote PDF layout for your business — a cover page, a personal cover letter, an image gallery of past work, pricing, terms and payment details — and choose which one (and which sections) to include each time you download a quote.

> This is for native estimates (the spreadsheet-style Estimate tab), the same as the > plain Quote PDF feature it builds on. If your deals are estimated in Buildxact, keep > using Buildxact's own quote PDFs. > > If you don't see "Quote templates" in Settings or a template picker on Download PDF, an > administrator hasn't turned this feature on yet — the plain Download PDF button keeps > working exactly as before.

Which plan includes it

Quote templates is included on the Crew and Company plans. On the Solo plan you won't see "Quote templates" in Settings or a template picker on Download PDF — the plain Quote PDF (one layout, your branding, Download PDF in a single click) keeps working exactly as it does today. An owner can upgrade any time under Settings → Billing to unlock multiple named templates.

Setting up your templates

Go to Settings → Estimates → Quote templates (owner access). The first time you open it, your existing Quote PDF branding and settings are copied into a starting Default template automatically — nothing about your current quotes changes until you edit it.

1. Pick a template from the list on the left, or click + New template and give it a

name to start a fresh one. If you've made changes you haven't saved yet, switching templates (or starting a new one) asks you to confirm before discarding them — an Unsaved changes note appears next to the template name whenever this applies.

1. Give it a name.
2. Build it out of blocks — tick a block on to include it, and use the ↑/↓ buttons to

reorder them: - Cover page — a title, subtitle and a full-page photo, always its own first page ahead of the rest of the quote. Leave the title blank and none is shown — it doesn't fall back to the estimate's internal name. - Cover letter — a personal note to the client. - Text blurb — any other free-text section with its own heading. - Pricing table — the priced works, grouped by category (uses the pricing detail and GST settings below). - Image gallery — a set of photos, e.g. past work or inspiration shots, each with its own optional caption. - Terms & conditions and Payment details — your standard text blocks.

1. For a Cover page or Image gallery block, upload a PNG or JPEG photo underneath it, and

add a caption if you like — save the template first if you've just added the block; a brand-new block needs to be saved before you can attach an image to it.

1. Fill in the business details, pricing presentation, accent colour, and terms/payment

text for this template — each template can look and read differently.

1. Click Save template, then ↻ Refresh the live preview on the right to see a

sample quote built from exactly what you've configured.

One template is always marked Default — the one used to email a quote, e-sign a quote, and preselected when you download one. Use Set as default on any other template to switch it; if you delete the current default, another template is automatically promoted so there's always one set.

Your logo, business name and accent colour always reflect your current Branding settings (or Quote PDF settings, if you haven't set up Branding) at the moment a quote actually goes out — downloaded, emailed, or sent for e-signing — even if a template's own copy of those fields is older. The fields in each template's editor drive its live preview and what a brand-new template starts from; to change your business's actual identity, use Settings → Branding (or Quote PDF).

Where templates are used

Your default template (with its own blocks and settings) is used automatically whenever a quote goes out — downloading, e-signing, and emailing all use it. If something goes wrong rendering it, the quote falls back to your plain Quote PDF settings instead of failing outright, so a quote can always go out.

Downloading with a template

1. Open a deal's Estimate tab and pick the estimate you want to quote.
2. Click ⬇ Download PDF ▾ — a small panel opens instead of downloading immediately.
3. Choose which template to use.
4. Untick any section you don't want in *this* download (e.g. skip the cover letter for a

repeat client). You can only turn sections off here, not turn on a section the template itself has switched off.

1. Click Download to get your PDF — the button is briefly disabled while your chosen

template's sections load, and if they fail to load it falls back to your plain Quote PDF automatically.

Tips

• A block with no content (an empty cover letter, an empty gallery) simply doesn't appear

in the PDF — you don't need to remove it, just leave it unticked.

• The Specifications block folds in your written line-item specifications (see

Line-item specifications) — a price-free intro plus each flagged item's description and photos, grouped by category — when that feature is enabled. It's empty (and safe to leave ticked off) until you've flagged and written up at least one item.

• Templates are per business — every staff member downloading a quote sees the same set.
• Deleting a template asks you to confirm first, naming how many images will be deleted

along with it — this can't be undone.