What is a Document Template?
Document Templates in QuoteWerks provide a reusable starting point for repeatable quoting workflows. Instead of rebuilding the same structure every time, your team can begin with a template designed around the way you typically quote.
What is a Document Template?
A Document Template is a preconfigured quote document that can be used as the starting point for creating new quotes.
Rather than beginning with a completely blank document, a template can provide a consistent foundation for the quote including the information, layout, and structure your sales team commonly uses.
Think of it as a standardized starting point. The template establishes what should normally be included, while the individual quote can still be customized for the customer and opportunity.
For example, a company that frequently quotes managed IT services might create a template that reflects its standard service offering and quote structure. This might include hardware, software, and services typical for a new engagement with a customer. A salesperson can start from that template, adjust the products or services being quoted, add customer-specific information, and make any necessary changes without having to recreate the standard structure each time.
Why use a Document Template instead of a blank quote?
The biggest benefit is repeatability. When salespeople start every quote from scratch, they have to remember how the quote should be structured and which information should be included. A Document Template turns that process into a repeatable workflow.
Start with a proven structure
A template gives salespeople a predefined foundation instead of a blank canvas.
This can be especially useful for quotes that follow a familiar pattern, such as:
- Standard product or service packages
- Common bundles or configurations
- Frequently used quote layouts
- Recurring types of customer engagements
- Different sales scenarios that require different quote structures
The salesperson can start with the appropriate template and focus on what makes the current opportunity unique.
Reduce repetitive work
If your team repeatedly builds similar quotes, recreating the same information is inefficient.
Templates allow the repetitive parts of the process to be established ahead of time. This means salespeople spend less time assembling the document and more time reviewing the actual opportunity.
The goal isn't to eliminate customization. It's to avoid repeatedly rebuilding the same starting point.
Create more consistency
Templates can also help different members of the sales team produce quotes using a consistent approach.
Without templates, two salespeople might quote essentially the same type of opportunity but structure their documents differently. A template gives everyone a common foundation.
That consistency can make quotes easier for customers to understand and easier for internal teams to review.
Make standard processes easier to follow
A good template can encode part of your organization's quoting process.
For example, if a particular type of quote normally contains specific sections, products, or information, the template can provide that structure from the beginning. Instead of relying entirely on memory or a checklist, the salesperson starts with a document designed for that workflow.
This is particularly helpful when onboarding new salespeople or when multiple people are responsible for creating quotes.
Think of templates as starting points not finished quotes.
A Document Template shouldn't be viewed as a rigid quote that salespeople simply send to every customer.
Its purpose is to provide a repeatable starting point.
A typical workflow might look like this:
- Identify the type of opportunity.
- Choose the appropriate Document Template.
- Start the new quote from that template.
- Add or adjust customer-specific products, services, pricing, and information.
- Review the quote.
- Send the completed quote to the customer.
This approach combines standardization with flexibility. The template handles the repeatable parts, while the salesperson handles the parts that need to change from one customer to another.
When should you create a Document Template?
A useful rule of thumb is: if your team creates the same kind of quote more than once, consider whether it deserves a template.
You might create separate templates for different:
- Product or service packages
- Customer segments
- Types of projects
- Sales processes
- Quote formats
- Recurring offerings
You don't need to create a template for every possible quote. Start with the workflows where your team is doing the most repetitive work or where consistency is especially important.
Build the workflow around the starting point
The real value of a Document Template isn't simply having a saved quote layout. It's creating a repeatable process for getting from an opportunity to a completed quote.
Instead of asking, "How should I build this quote?", the salesperson can start with a more useful question:
"Which type of quote am I creating, and which template should I start with?"
From there, the template provides the foundation and the salesperson customizes it for the specific customer.
That makes Document Templates a practical way to turn frequently repeated quoting activities into structured, consistent, and easier to follow workflows.
To learn how to create and use Document Templates see the following article: