1
Open the document dashboard
Navigate to the dashboard where your existing documents are listed under All Documents.
Saving a Document as a Template
Streamline your workflow by turning any QuoteCloud document into a reusable template! In this step-by-step guide, you’ll learn how to convert any document your working on into a template which can be reused time and time again. Watch now and see how saving templates can save you hours on every new document!
Saving a Document as a Template
Learn how to convert an existing document into a reusable template so it can be quickly reused for future documents and workflows.
Steps to save a document as a template
2
Locate the document to convert
Find the document you want to convert into a reusable template.
3
Open the document action menu
Click the Edit dropdown button beside the selected document to display the available document actions.
4
Select Save as Template
From the action menu, click Save as Template to convert the document into a reusable template.
5
Open the Templates section
From the left sidebar navigation menu, click Templates to access your saved document templates.
6
Verify the saved template
Confirm that your document now appears within the templates list and is available for future use.
7
Open the template editor
Click the saved template to open it inside the document editor and begin making template-specific changes.
8
Edit and customize the template
Modify sections, content, formatting, placeholders, and layout settings to prepare the template for reuse.
9
Use the template for future documents
Once saved, the template becomes available whenever you create a new document using the Template Gallery.
Frequently Asked Questions
How do I save an existing QuoteCloud document as a template?
Open the document in the QuoteCloud editor or locate it on your dashboard and choose the Convert-to-Template option. Give the template a clear name, choose any organizational settings (folders or tags if available), and save — the document will become a reusable template you can select when creating new documents.
Where do I find my saved templates?
Saved templates appear in the Templates section on the left sidebar in QuoteCloud. Open that section to browse, search, and start new documents from any template you or your team has created.
Who can see saved templates?
By default templates are available to all users in your QuoteCloud workspace. Administrators can change visibility and sharing settings to limit access where needed.
Can I restrict which teams or users can use a template?
Yes. Template visibility and sharing are managed by an Admin under Users & Roles > Teams > Template Restrictions. Use these controls to expose specific templates to particular teams or broaden access across your organisation.
How do templates improve my document workflow?
Templates save time and reduce repetitive work by reusing prebuilt structures, pricing tables, layouts, and brand-compliant content. They also enforce consistent wording and branding across proposals and agreements, helping teams produce high-quality documents faster.
Are there industry-specific templates or examples I can use?
Yes. QuoteCloud supports industry-tailored templates and solutions. You can browse the public document template library on the QuoteCloud website, and when creating a new document the create document wizard will surface public templates you can start from.
How should I name and organize templates for easy reuse?
Use clear, descriptive names that include the template purpose or industry (for example, "Managed IT Proposal - Standard"). Group templates by folders or tags where available, include version or date info for updates, and maintain a consistent naming convention so teammates can quickly find the right template.
How do I manage or edit saved templates after they’re created?
Open the Templates section in the left sidebar to locate any saved template. From there you can open a template in the editor to update content, rename it for clarity, or remove it if no longer needed. Remember that Admins also control template visibility and sharing through the Users & Roles settings.