Building a standard quote template

1. From the left navigation menu, click Quotes and then click Templates on the Quotes page that opens.
2. The gallery shows all templates pre-created for you. Choose a template to use as your standard across your organization and click it to open it.
   

NOTE  The Notebook Refresh template is an ideal standard for most organizations. However, we welcome you to browse the options and determine the template that best suits your business needs. Remember that you can add and remove elements from any template at any time.



3. You may choose to copy the template so that you can preserve the original version for reference. To do so, click the More icon and then select Copy.



4. In the cloned template that opens, enter a Title for the new template.



5. Click Save and then click back to return to the main Templates page.
6. From the Set default drop-down menu, select the template you copied and renamed to designate the new template as your organization's default.

Edit the header of a sample template to better reflect your brand. As follows are a few ways to do so.

To get started:

1. From the left navigation menu, click Quotes and then click Templates on the Quotes page that opens.
2. Click Edit to open your default template.

NOTE  This section describes how to customize a Splash header, which means the header includes a background image (as featured in the sample templates available in your gallery).

IMPORTANT  Remember to Save your changes often so that you don't risk losing your template design progress.

Add your trading logo

1. Click the sample logo (for example, Air Technology).
2. In the editing toolbar that opens, click the Replace icon .
3. Click the Drop image box to upload your logo from your device (or drag the logo file into the box), which replaces the sample logo with your own logo.

Replace background image

NOTE  Consider browsing for options on a free-to-use stock image website, such as Unsplash.

1. Hover over the sample header and click the Image icon that appears in the corner.
2. Select an image from your device to upload. Your selection will automatically replace the sample image.

NOTE  For best results, upload a simple, text-free, high-resolution image. Refer to Splash for optimal image sizing.

Change image overlay color

1. Hover over the header and click the More icon that appears in the corner.



2. Select a Tint color to overlay the image.

NOTE  Tint color options include your Online Store Primary color and Secondary color. To learn how to change your theme colors, refer to Colors in Customizing your theme and product range. By default, dark gray and light gray are also available.

3. Click and drag the Opacity % circle to adjust the tint color opacity, which changes the transparency of the overlay. A higher opacity creates a darker overlay.

Edit text

1. Click and drag your cursor to highlight a selection of sample text.
2. You can type new text to replace it. To adjust the text size and style, click the Paragraph Format icon and select a text style or heading size from the drop-down menu.

Change text color

1. Click and drag your cursor to highlight a selection of text.
2. Click the More Text icon and select the Text Color option .
3. Choose from the default color options or enter a specific HEX code.

   

4. Click OK to confirm the color change.

NOTE  For a polished look, we recommend that you apply the same text color to all text in a block. If the background is dark, choose a light text color, and vice versa.

You'll notice a number of pre-defined variable fields in the left column of the quote template. These variables are designed to automate personalization in the quote creation process.

You can introduce variables while editing a quote template or while editing a specific quote. Simply type or copy/paste any of the variable options into the quote editor.

Once added, variables automatically populate based on the quote specifications you select.

EXAMPLE  Let's say you type the variable {Organization Name} in a quote template. In each quote you create using that template, the variable will populate as the name of the specific organization you assigned to the quote. Therefore, when each organization views their quote, they'll see their own name.

1. Click the More icon beside the block you want to remove.
2. Click the Delete icon .



3. Click Save.

You can add any number of blocks to your quote template(s). To do so, click the plus + icon wherever you would like to place the new block.

NOTE  An additional type of block, Import, is available once the quote is created. Refer to Import a supplier or manufacturer quote in Quoting from the Admin Center.

Block types

The following table describes the four types of blocks available to choose from:

Block	Description
Text	Add any information to a text block, including images, videos, and tables.
Splash	A splash block is a text block that includes a background image (the type of block described in Customize the header of a quote template). Ideal splash block image sizes are as follows: 3364 x 2378 pixels: full page 3364 x 1188 pixels: 1/2 page 3364 x 792 pixels: 1/3 page
Products	A product block allows you to search for, add, and control the quantity and pricing of specific products you're offering in a quote. To learn more, refer to Product blocks in Quoting from the Admin Center.
Accept	The accept block features a breakdown of charges and a button for your customer to accept the quote or for a Kaseya Quote Manager user to accept the quote on the customer's behalf. To learn more, refer to Quote completion and acceptance in Quoting from the Admin Center.

Customize the block

The next table outlines block features available in the More menu. To access these features, click the More icon beside any block.

Feature	Description
All block types
Height	Adjust the width of the padding around the block by selecting S (small), M (medium), or L (large). The padding is dynamic based on the screen size of the user device. NOTE  The Height setting in a splash block varies from this format. See Height.
Move	Click the Up arrow or Down arrow as many times as necessary to move the block above or below the other blocks, respectively.
Delete	Click the Delete icon to delete the block.
Text block
Background color	From the default options, select a background color for the block. NOTE  Background color options include your Online Store Primary color and Secondary color. To learn how to change your theme colors, refer to Colors in Customizing your theme and product range. By default, dark gray, light gray, and white are also available.
Print height	The print height determines the amount of space a text block consumes in a PDF. If you would like the block to constitute a whole page in a PDF, select Page. If you would like the block to default to its natural spacing in a PDF, select Auto. EXAMPLE  When you select Auto, two small text blocks may display stacked together on a single page in a PDF. The blocks separate onto two different pages if you set one or both of their heights to Page instead. NOTE  Once you add a certain amount of content to a text block (that is, text, images, and so forth), selecting Auto may not prevent the block from taking up a whole page. If you would like to consolidate multiple blocks onto one page, try condensing the amount of content they contain. NOTE  To learn about saving and printing quotes as PDFs, refer to Save or print a signed PDF file of a quote.
Splash block
Tint color	From the default options, select a tint color for the block. The tint is a semi-transparent color that overlays the image you upload for the splash block background. To upload the image, hover over the block, and click the Image icon that appears in the upper-left corner. NOTE  Tint color options include your Online Store Primary color and Secondary color. To learn how to change your theme colors, refer to Colors in Customizing your theme and product range. By default, dark gray and light gray are also available. Select Normal to produce a stark, solid overlay. Select Blend to produce an overlay that blends into your uploaded image.
Opacity %	Click and drag the Opacity % circle to adjust the tint color opacity, which changes the transparency of the overlay. A higher opacity creates a darker overlay.
Height	Adjust the height of the splash block background image. Crop the image height by 1/3 or 1/2, or select Full to preserve the standard height.

1. From the left navigation menu, click Quotes and then click Templates on the Quotes page that opens.
2. In the upper-right corner of the page, Click Add template and on the blank canvas that opens, customize the template. Refer to the following for guidance:
   • Add a block to a quote template
   • Customize the block
   • Add customized text, images, videos, and tables to a quote template
   • Insert images, videos, tables, lists, or lines

NOTE  Alternatively, you can create a quote template from a quote that you have already produced. Refer to Create a quote template from an existing quote.