To update your quote templates, head to the settings section of your account (click 'Settings' in the upper right-side menu and select Sales>Quotes then 'Templates' tab. Click on 'Add template' to add a new template. In your new account, there will be a Default Template that you use as a base, if you only have one quote template you can click on this to edit it instead of adding a new.
1. Name your template
Once you hit Add Template, a new pop-up will appear to enter the name. Choose a name for your template and click Create.
2. Customise your quote template & Add your company logo
After hitting create, you'll be landed on the quotes customisation page. You may choose to set this template as the Default Template by ticking the checkbox.
Set it to default for specific Business Entities/Job Types.
Choose the Orientation Layout.
And finally, in the 'Upload Your Logo' section - click on Choose file button to find and upload the file for your logo. This should be an image file, in JPEG or PNG format, if you select a long header image it will fill the width of the quote. Keep the image size as per the recommended size for the best fit. Additionally, you may choose it to show as background of the template as well as if you want it to be seen on every page.
3. Customise the layout
Once you're done uploading your company logo, scroll down to set the layout of your quote template. You can customise the header, title, top middle, top right, top left, along with the center of the quote.
4. Add the inventory section to your quote
Select what you want to show in the inventory section. You may as well choose to hide this section entirely, if needed.
Select which columns to show in the inventory table
Show package items in the inventory table. You can show just the heading (unchecked) or show all the items with or without the sales price and sub total.
Show package items will show all the items included in a package, when unchecked only the package heading will appear on the PDF
Grouping items on the PDF will rearrange items under headings, by Inventory Type (select this to show the package items under the package heading), Category or Job type
To show the item sales price on the PDF incl. tax, even if you have them excluding tax on the document check always show item total incl. tax.
Show job images will include all the images added on the job, without a heading.
Show custom job images will include images added under custom headings (for example before job and after job images). To find out how to include images under custom headings see this article on how to set-up job photo's in document templates
Check 'show assets' to show a detailed list of all the assets on the job, set the order of tests, and customise the asset layout as required.
4. Add placeholders to your quote
Use the placeholders at the bottom of the page when adding content to your quote to insert job and pricing details. You can add or remove sections as needed, starting with the section above the inventory.
4. Optional extras: Custom field settings, Image settings, Customer notes, etc.
Add any text and placeholders in the two sections under the inventory, such as payment information or quote terms.
The text added in customer notes can be edited before you send your quote on the edit quote page. For example if you want to include detail specific to the job.
Edit the customer notes on the quote page before sending the quote, add relevant exclusions, inclusions, or special conditions.
Add a web link to an Invoice, Quote or Report
You can easily enhance your templates with helpful links — such as to your website, terms and conditions, brochures, or other resources. Here’s how to insert a clickable web link:
In the section where you want your link type <a href=“URL address to the website">
Followed by the text that you want your customer to see and then </a> it should look like this:
<a href=“https://www.your-website-address“> Link text to display </a>
The link will be clickable in the PDF and look like this:
For more information visit: www.fieldinsight.com
And at last but not the least, FieldInsight allows you to customise how your customers interact with your quotes, ensuring a smooth acceptance process. Under Quote Template Settings, you can configure the following actions:
Accept Quote: Allow customers to simply approve the quote.
Ask for Customer Signature: Request a digital signature on acceptance for added confirmation.
Accept Quote with Comment: Enable customers to approve with an optional comment, no signature required.
Decline Quote with Comment: Allow customers to provide feedback when declining a quote.
Additionally, you can choose where the accept/decline buttons appear on your quote document using the Accept/Decline position setting — e.g., display these options at the top, bottom, or both positions on the document.
Tip: Make sure these settings align with your internal approval workflow and customer experience goals.