We’re excited to release one of the most requested capabilities: customizable quote templates. Branding is just the start. Templates let you decide what your quote says, what information it shows, and how it’s organized, so every quote matches the way your business sells and the way your buyers make decisions.

What you can do

• Add new phrases and adjust existing ones so the copy matches how you sell to your buyers.

• Choose which product data buyers see, such as SKU, quoted price, discount, and line notes.

• Tailor your quotes even further by showing your quote extra fields, like delivery window or PO number.

• Fine-tune the styling and layout by adding your own HTML.

• Use different templates for different storefronts.

Get started in a few minutes:

• Go to Settings › Quotes and add a new template. It starts from a ready-to-use base template.

• Edit the wording in Phrases, choose your columns in Product Table, and adjust the layout in Code.

• Check it in Preview and send yourself a test email, then save.

• Select it when you send a quote, or set it as your default in settings.

Existing templates keep working exactly as before. Switch whenever you’re ready.

Full setup guide: Managing Sales Quotes in B2B Edition and Developer Documentation

Have feedback? Let us know here