Overview
We’ve upgraded Quote Templates to give you more flexibility and control over how your quote content is displayed.
You can now use a rich text editor, customise section titles, and ensure formatting like bullet points and bold text is preserved on generated quotes.
What’s New
Rich text editor for:
Assumptions & Qualifications
Inclusions & Exclusions
Customisable section titles
Bulleted lists and bold formatting are preserved on generated quotes
Section titles are saved with the template and applied to new quotes
Ability to edit these sections directly from the Quote Details page
How to Set Up in Quote Template Settings
Navigate to Settings → Quote Settings → Quote Templates
Open an existing template or create a new one
Locate the sections:
Assumptions & Qualifications
Inclusions & Exclusions
Enter your content using the rich text editor
Add bullet points
Apply bold formatting
Insert tables if required
Update the section titles using the title field above each editor
Click Save
✅ Your formatting and titles will now be applied to any quotes created using this template
How to Edit from the Quote Details Page
Navigate to a Quote
Open the Quote Details page
Locate the:
Assumptions & Qualifications section
Inclusions & Exclusions section
Edit the content directly using the rich text editor
Update the section titles if required
Save your changes
✅ Changes made here will apply to that specific quote
Notes
Formatting (including bullet points, bold text, and tables) will be preserved on generated quotes
Template changes apply to new quotes moving forward
Edits made in the Quote Details page only affect that individual quote