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.

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 to start a

fresh one.

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 before the quote starts. - 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 captioned photos, e.g. past work or inspiration shots. - 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.
2. 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 preselected when you download a quote. Use Set as default on any other template to switch it.

Your logo keeps working the way it always has — it's still set once for the whole business (Settings → Quote PDF or the Branding tab) and appears on every template automatically.

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.

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 removes its saved images along with it; this can't be undone.