Admins manage brand records under CRM > Brands. A brand carries the pieces that give a quote its identity: a logo, an accent color, your legal entity name and tax ID, an address, a footer message, and a prefix used in quote numbers. Set up more than one brand if you quote under different names or entities.
Templates live under CRM > Quote Templates (Admin). A template holds default text for five sections of a quote document - cover letter, executive summary, scope introduction, acceptance instructions, and footer message - and you can choose which of those sections your customer actually sees. Templates can also default to a particular brand and to specific terms or payment terms, so a quote picks up consistent wording and legal content from the moment it's created. Section text supports merge fields such as {{customer_name}}, {{deal_name}}, {{quote_number}}, {{quote_total}}, and {{expires_at}}, which fill in automatically per quote.
On the quote form, pick a brand and, optionally, a template from the Quote Details section. Applying a template copies its section text onto the quote and previews how the result will look before you save.
Once a template's text is on the quote, it's yours to edit - the five sections are just text areas on the quote form, independent of the template from that point on. Switching to a different template later doesn't overwrite what you've already written; if you want to pull in that template's defaults instead, use the "Load defaults from template" option to replace the section text and brand deliberately.
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