1
Open the Teams section
Navigate to Settings → Teams under the Users & Roles section to manage your company teams.
Assign Templates to a Team
Learn how to assign templates to a team in QuoteCloud, ensuring consistent use of document layouts, branding, and workflow settings across all team members.
Assign Templates to a Team
Learn how to configure template restrictions for teams and control which document templates are available to team members inside QuoteCloud.
Steps to assign templates to a team
2
Select the team to edit
Locate the team you want to configure and click the team row or Edit option to open the team settings window.
3
Open Template Restrictions
Inside the Editing team modal, click the Template Restrictions tab from the left-side settings menu.
4
Enable template assignment restrictions
Turn on the Assign templates to this team toggle to activate template restriction controls for the selected team.
5
Review available and selected templates
Once enabled, QuoteCloud displays two template lists: Available Templates and Selected Templates for the team.
6
Search for a template
Use the search field to quickly locate a specific template you want to assign to the selected team.
7
Add a template to the team
Click the + icon beside a template name to move it into the team’s selected template list.
8
Review assigned templates
Templates added to the team will appear in the Selected Templates section and become available for team members to use.
9
Remove an assigned template if needed
To remove a template from the team, click the − icon beside the assigned template name.
10
Save the updated template configuration
After finalizing the selected template list, click Save to apply the template restriction settings to the team.
11
Confirm successful setup
QuoteCloud will display a Setup Complete! confirmation message indicating that the team template assignments have been successfully configured.
Frequently Asked Questions
What does "Assign Templates to a Team" mean in QuoteCloud?
In QuoteCloud, assigning templates to a team means linking one or more prebuilt document templates — including layouts, approved branding, and workflow settings — to a specific team so that team members can create proposals and documents using those approved formats.
This helps teams produce consistent quotes and proposals using the organisation's templates in your sales quoting software or sales proposal software.
Who can assign templates to a team?
Only users with the appropriate role permissions can assign templates to a team. This is typically administrators or users who have access to User Account Controls and the permissions required to manage templates and team settings.
Users must also hold the Document Templates permission (create/modify/delete) to edit templates after assignment.
Can team members override an assigned template or its settings?
No. Team members can use templates assigned to their team but cannot modify or override the template itself. Only users whose roles include the Document Templates permission can edit, update, or delete templates.
This restriction preserves consistent branding and workflow rules across your quote software and proposal software outputs.
Why should I assign templates to a team?
Assigning templates to a team enforces consistent document layouts, approved branding, and preset workflow structures across all proposals and quotes created by that team. It reduces errors, speeds document creation, and helps maintain brand compliance.
For organisations using sales quoting software or sales proposal software, this makes it easier to ensure every customer-facing document meets company standards.
Can multiple templates be assigned to the same team?
Yes. You can assign one or multiple templates to a team depending on the variety of document types the team needs to create. Multiple assigned templates let teams choose the appropriate approved format for each use case — for example, different templates for standard quotes, full proposals, or industry-specific documents.
Does assigning a template limit access to others?
Yes. When a template is assigned to a specific team, only members of that team can access and use that template. Assigning templates is a way to control which teams have access to particular branded or workflow-specific document formats.
This access control helps protect sensitive or specialised templates within your quote software environment.
What happens to a team's assigned template when a template is updated?
When a template is edited or updated by a user with the Document Templates permission, those changes apply to the template that is assigned to the team. Team members will then use the updated layout, branding, or workflow settings when they create new documents from that template.
This ensures updates (brand refreshes, legal changes, etc.) propagate to all affected quotes and proposals in your sales proposal software.
How do I remove or change a template assigned to a team?
Users with the appropriate role permissions can unassign or reassign templates for a team through the templates or team settings in QuoteCloud. Removing or changing an assigned template updates which preapproved formats team members can select when creating documents.
Always review permissions before changing assignments to avoid unintentionally removing required templates from team members who rely on them for quote and proposal generation.