Creating a New Workflow from Template

A workflow created from a template is a new workflow instance that uses a predefined structure and settings in QuoteCloud—such as a sequence of steps, participant roles, triggers, notifications, and automated actions. Templates let you reuse proven configurations so you can deploy repeatable processes (for example, quote approvals or proposal reviews) without building each workflow from scratch.

Teams and users who need consistent, repeatable processes should use workflow templates. Common use cases include approval chains, quote generation, and document routing. Sales teams using sales quoting software or sales proposal software benefit particularly from templates because they standardize how quotes and proposals are reviewed, approved, and issued.

Before creating a workflow from a template, make sure you have an account with the necessary permissions to create or manage workflows and access to the template library or any custom template shared with you. Also confirm that required participants, documents, and any integrations (for example accounting integrations) are configured in your workspace. Check your workspace settings for exact permission and setup details.

To create a workflow from a template: choose a template from the library, review its predefined steps and settings, adjust configurable fields (workflow name, participants, due dates, notifications, and data mappings), save the new workflow instance, and activate or start it when ready. The full user guide includes step‑by‑step instructions and screenshots for each stage.

Yes. Workflows instantiated from templates are typically editable so you can tailor participants, deadlines, notification content, and step logic to match the specific deal or internal process. Note that some edits may require specific permissions and changes to an active workflow can affect running instances—review impact before saving changes.

QuoteCloud provides a template library and supports custom templates (including templates shared with you). If your organization has repeatable processes for quotes or proposals, you can use or save a custom template so other users can quickly deploy the same workflow. Check your workspace or admin settings for the option to create, share, or manage custom templates.

Templates can include preconfigured approval chains, role-based participants, trigger conditions, and automated notifications or escalations. When you instantiate the template you can customize who receives each approval task, set due dates, and adjust notification messages so quote software and proposal software workflows notify the right people at the right time.

Using templates speeds deployment, enforces standardization, and reduces manual errors—so your team can generate and approve quotes faster in QuoteCloud's quote software or proposal software. Templates also work with integrations (for example syncing to accounting systems) to automate downstream actions like invoice generation and customer data updates, improving accuracy and saving time.