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General Quote Template

By Mary Hernandez - March 14 2018 18:15:22

Usually a quote template is in tabled format, where there is the vendor’s name or the seller’s name, task’s title, a detail of the task and the services vendor will provide or the goods a seller is offering, pricing details, total amount etc.

Quote templates allow Admin / Sales staff to set up perfectly-crafted quotes with defaults around how much detail Clients can see on quoting and rules around layouts, logos and text. These templates will allow your sales team to simply pick quote templates from a list and have the settings and formats take effect instantly.

Quote template has a settings page that acts like a mini database and stores all the company details that would get automatically populated on the Quote. You can select enable or disable option from the drop down menu to either print the company name or slogan on the top or not. There is an option to select a color scheme for the quote; you can select the preferred color through the design picker. You can also record the Company Address on the settings page and this saves you from re-typing the address on every Quote. This page also has pre-defined country setting like any applicable tax that the country levies and the currency in which the Quote needs to be published.

This general quote template is perfect for when a potential client just needs a basic document confirming the scope of work and pricing for a potential project. This template includes just the basics- when the project will be completed, what the deliverables are, and how much the project will cost the client.

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