Question 1

How do I create a new template in QuoteCloud?

Accepted Answer

From the Templates section click Create Template, choose Blank Template from the gallery, enter a meaningful Template Name, select a Template Category to organize it, then click Create Template. The new file will open in the template editor where you can start designing.This process is ideal for creating branded documents used by QuoteCloud’s sales quoting software and sales proposal software workflows.

Question 2

What is a Blank Template and when should I choose it?

Accepted Answer

A Blank Template gives you an empty canvas so you can build a document from scratch rather than modifying an existing layout. Choose it when you need full control over layout, styling, or specialized content for quotes, proposals, or branded documents.Blank templates are especially useful if you want custom behavior in your quote software or proposal software outputs.

Question 3

How should I name and categorize a template?

Accepted Answer

Enter a meaningful Template Name that clearly describes the purpose (for example “Standard Sales Proposal – Services” or “Residential Quote – HVAC”). Use the Template Category selector to place the template in the correct group so teammates can find it quickly.Good naming and categories make it faster to locate templates when generating quotes or proposals in your sales quoting software.

Question 4

Can I edit or customize a template after creating it?

Accepted Answer

Yes. After clicking Create Template the file will open in QuoteCloud’s template editor where you can add text, images, variables, tables, pricing blocks, and branding. Save changes to update the template for future use.Templates integrate with QuoteCloud’s quote software and proposal software so your customized designs appear in generated documents used by sales teams.

Question 5

How do I delete, duplicate, or manage templates in the library?

Accepted Answer

Manage templates from the Templates section of QuoteCloud. Select a template to open management options—common actions include duplicating to create a copy (useful as a starting point for variations), editing, or deleting templates you no longer need.Duplicating templates is a good practice when you want a new version without altering an established template used by your sales quoting or proposal workflows.

Creating a New Template