Creating beautiful, consistent, and error-free quotes while saving the time to build them is a must for many businesses. However, quotes that reflect your business require highly customizable templates. So we’ve further enhanced our popular quote builder to help you sell more efficiently. Now is the time to take a second look at your quote templates and make sure all necessary components are included and they look the way you want them to.
We’re excited to introduce our new What You See Is What You Get editor to enhance your quote templates. The new quote editor allows you to add headings, tables, images, cover pages, and more to your quote design. More importantly, you can see how the changes you make will look while designing your quotes.
Quotes are one of the primary drivers of sales, and in order to make them “pop”, it’s important to customize them to be an extension of your business. Easily add your logo, a cover page, a table for defining the scope of work, and more. Decide if you want to show discounts, tax amount, or the price of individual items in your quote. The new editor is intuitive and will help you prepare quotes in no time. The design of your quote is the cherry on top of the cake.
To access the new quote builder and create your first template: Click Control Panel from the left sidebar. Select Quote Settings under feature settings. Select the Print Templates tab and either click Add New Template or if you already have a saved template, click Edit to launch the WYSIWYG editor.
Start making professional quote templates today!