Creating & Using Document Templates
Learn how to create and use document templates in QuoteCloud to standardize formatting, streamline your workflow, and quickly generate professional documents for your clients.
Creating & Using Document Templates — FAQ
What are document templates in QuoteCloud?
Document templates are reusable, pre-formatted documents that help you create consistent, professional client-facing documents quickly.
Where can I find industry-specific templates or examples?
You can find a list of industry-specific templates by clicking "Create Template" on the Templates page. A variety of examples are available to help you get started.
How can I manage existing document templates (edit, duplicate, delete)?
QuoteCloud provides template management within its document-generation interface so you can edit, duplicate, and delete existing templates as needed.
Can I share templates with teammates or restrict access?
Yes. In Settings, you can edit a team and use the "Assign templates to this team" toggle to control which templates are shared with that team.