Edit, Duplicate & Delete Existing Document Templates

This guide explains how to edit, duplicate and delete Sales Quote document templates in QuoteCloud so users can manage templates effectively, keep quotes up-to-date, and maintain a well‑organised library of branded documents. It’s designed to help teams using sales quoting software and sales proposal software maintain consistent, professional proposals and quotes.

Open the QuoteCloud User Guide on the QuoteCloud website and navigate to the topic titled "Edit, Duplicate & Delete Existing Document Templates." The topic page includes a short video at the top that demonstrates the workflow for editing, duplicating and deleting templates.

The topic covers three core template‑management actions: editing an existing template, duplicating a template to create a variant or new version, and deleting templates that are no longer needed. Each action includes step‑by‑step instructions and notes about confirmation prompts where applicable.

Yes. A video sits at the top of the page and provides a visual walkthrough of the QuoteCloud interface, showing how to edit templates, create duplicates, and delete templates safely. The video is helpful if you prefer to follow along visually rather than reading the written steps.

Duplicating a template creates a new version based on the original so you can make changes without altering the source. This is ideal for testing layout or content changes, producing tailored quotes for different markets or customers, and keeping consistent branding across variations when using quote software or proposal software.

Deleting a template removes it from your template library. The guide notes that deletion actions include confirmation prompts to help prevent accidental removals. Recovery options may be limited or unavailable, so if you aren’t sure, duplicate the template first or contact QuoteCloud support for assistance before deleting.

In summary: open the User Guide topic or the Template Library in QuoteCloud, select the template you want to change, choose Edit to modify content or Layout, or choose Duplicate to create a copy you can edit independently. After making changes, save the template so it becomes available for future quotes and proposals generated with QuoteCloud’s sales quoting software.

Keep a clear naming convention for templates, duplicate before making major changes, and maintain a small number of approved branded templates for common use cases. Regularly review and archive outdated templates to avoid version confusion. These practices help your team produce consistent, professional documents whether you’re using QuoteCloud as quote software or proposal software.