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Using Quote Templates

What is a Quote Template Anyway?

Quote Templates are simply Word documents that are used as a starting point, when building your sales proposals. These templates contain the skeleton format of your quotations. They can be designed as you wish, using your preferred fonts, orientation, logos, etc. They can be single page, or multiple page. You can include a cover sheet if you wish, or you might add a seperate terms & conditions page at the end of your quote. Some people even include their signature graphic and name/title. In fact, anything you can do in Microsoft Word, you can easily set up in your quote template.

MasterQ Quote templates use special tokens as placeholders. When quotes are created, these placeholders are replaced with the actual values that are appropriate for the quote you are building. So you can use the token $CustomerName in your template and it might be replaced by Mega Company, Inc. in your quote. The font, color, background color and size you use for your token are used for the substitution.
View a list of the tokens you may use in your proposals here.

You can Specify One Standard Template for All Users

You may select one standard quote template to be used by everyone in your organization when creating quotes. To do this, you simply select the quote template in the Using the System Set Up command on the main menu and go to the Quotes tab. Use the look up button to select this default template.

Using a Unique Template for Each User

If you prefer, each user may select their own quote template to use. This is very handy if you wish to have the quote creator's name or signature on the quote.

Unleash Your Imagination

Any type of document you can create in Microsoft Word can be the starting point of your next sales proposal. Of course, you'll want it to look like your stationary. But consider a cover sheet addressed to the buyer or any other bit of creativity to make your quote stand out.

You have total flexibility designing your quotes. These sample quotes may give you some ideas:
Standard quote
Quote with Cover Page
Horizontal quote