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Creating, Editing, and Deleting Document Templates
Creating, Editing, and Deleting Document Templates

How to edit and personalize your document templates in QuoteMachine

Ash avatar
Written by Ash
Updated over a week ago

QuoteMachine helps you create beautiful documents that represent your business. They help you stand out from your competition by describing the quality of your services, while at the same time conveying important information and managing payment.

This article will help you create and edit templates. Watch the video or follow the step by step guide below. 

Create or edit a document template

In the sales tools section, select which template you wish to edit or add to. 

You have the option to either edit an existing or create a new one.

Here we've selected to add a new template. We'll give it a name, select which existing we want to base it off of, and finally click 'save'.

Now select 'edit content'. Note that you can also select which template oyu want to set as your default.

Use the different features to alter you document. For example, the 3 dots on the left allow you to change the positioning of a specific element, edit its' content, or delete it altogether. 

If you were to select 'edit' you can alter whats' already there. for example, change the photos for this new template, or edit the text.

You can also click directly on existing text to edit it, or use the 'add' button to enter new elements.

The elements include videos, images or text, or even just spacing between the sections. You can also more detailed elements like customer account statements, or even a e-signature box.

Once you're satisfied with your document use the preview button to see how the customer will experience it. 

Please note that after updating a document template, this will only be reflected in new document proposals that use this template. Existing documents will not reflect these updates!

You can re-generate/refresh a new proposal on an existing document using the updated template by doing the following:

  1. Open the document

  2. Click on the 3 dots

  3. Click edit

  4. Click edit design

  5. Click change template and select another template

  6. Click change template again and change it back to the original template if desired

  7. This will re-generate the proposal (the proposal will be re-generated using your most current template)

Deleting and editing the name of a template

To delete or edit the name of a template, simply click on the name of the template

You can edit the name of the template and click save. Or, you can click on the delete button to delete the template altogether.

Note: You cannot delete your default template. If that is your goal, you will need to make another template your default template before you can delete the template.

Editing an individual document

You can also edit a document before sending it out. This doesn't update you template, and allows you to personalize what you're sending out to your clients. 

When creating a new quote (or any document in QuoteMachine), select 'edit design'.

Before getting started, you can change the template you're using. 

Now, use the different features to alter you document. For example, the 3 dots on the left allow you to change the positioning of a specific element, edit its' content, or delete it altogether.

The 'add' button allows you to add in additional elements.

The elements include videos, images or text, or even just spacing between the sections. You can also more detailed elements like customer account statements, or even a e-signature box.

Selecting, for example, 'text and image', will give you the options to chose your image, enter your text, and even alter the image size, etcetera. 

Once you're satisfied with your changes, use the preview button to see how the customer will experience it. 

You can even confirm how it will appear on a mobile device, or even download it as a pdf. 

Once done, send the quote directly to your client!

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