Skip to main content
Help CenterQuotes & ProposalsUsing Quote Templates (PRO)

Using Quote Templates (PRO)

Save time with reusable quote templates for common services.

5 min read
intermediateUpdated 4 Mar 2026

Using Quote Templates

PRO feature - Create quotes faster with templates.

What Are Quote Templates?

Pre-built quotes for services you offer repeatedly:

  • Standard website build
  • Logo design package
  • Monthly retainer
  • Consultation service

Creating a Template

  1. Go to Quotes > Templates
  2. Click New Template
  3. Add template name
  4. Add standard line items
  5. Set default terms
  6. Save

Using a Template

When creating a quote:

  1. Click Use Template
  2. Select template
  3. Quote pre-filled with items
  4. Customize for this client
  5. Send

Template Best Practices

Name Templates Clearly

  • "Basic Website - 5 Pages"
  • "Logo Design - Full Package"
  • "Monthly Retainer - 20 Hours"

Include All Standard Items

  • All typical services
  • Standard rates
  • Usual delivery times
  • Common terms

Keep Updated

Review templates quarterly and update:

  • Rates if prices changed
  • Services if offerings changed
  • Terms if policies updated

Was this article helpful?

Still need help?

Can't find what you're looking for? Our support team is here to help you succeed.

Contact Support