In the “Settings” module, click on the “Templates” tile.
Once you are inside, click on the “Create” button to start a new template.
Our drag and drop editor is very easy to use and intuitive.
Choose how you want to build your template by dragging the necessary tiles to the blank space.
With the “Text” option you will have access to all of the fields available in your quote. All you need to do is select the text and the options will show in a dropdown menu.
It’s important to know that all of the dropdown options are related to the data inserted in the system, so if you want to pull your own information through the merge tags that won’t be possible. You can add your company and contact information directly in the Template, as shown in the pre-built template available.
By clicking in the “eye” button, below the “Name your template” field, you will be able to see a preview of your quote.
If you click on the “edit” icon you will be able to add your own HTML code to build your template as well. After adding the code, make sure to click on “Update” to save your work.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!