Quote Designer Guide

Before you begin

Quote Designer is available to tenant administrators. You need permission to manage tenant settings to create or change templates.

Open Settings, then select Quote Designer. The page shows your saved templates and lets you create a new one or open an existing template.

Create a template

Select Create template, give the template a clear name, and open it in the editor. A template has three parts:

Cover: the first page, for a title, logo, client details, and an introduction.
Quote content: the flowing pages that contain the quote details, scope, line items, totals, payment terms, and notes.
Closing: the final page, for next steps, contacts, and a closing message.

You can enable or disable the cover and closing pages. The quote content page remains the place for the information that grows with the quote, such as line items and scope.

Build the cover and closing pages

Select the Cover or Closing tab to edit that page. Add the blocks you need, such as text, headings, images, and bound quote fields. Use the inspector to set placement and sizing precisely.

Bound fields pull the relevant information from the live quote when it is rendered. Keep the layout readable with real-world title lengths and client names, not only the sample data in the editor.

Configure quote content

Select the Quote content tab to control the sections in the body of the quote. You can add, remove, enable, disable, and reorder sections such as:

Bill to
Summary
Line items
Scope
Totals
Payment terms
Notes

Content sections flow across pages as the quote grows. They are not positioned like cover or closing blocks, so long line-item tables and scope content remain readable in the public quote and PDF.

Apply your brand

Use the theme controls to choose the page size, typography, colors, and brand treatment. Scopable uses your tenant branding as the starting point, so your templates stay consistent with the rest of your account.

Preview the template before saving. Check headings, colors, and spacing at the same zoom you expect your clients to see in a browser or PDF.

Set the default template

Save your template, then mark it as the default when it should be used for your tenant's quotes. You can keep multiple templates and change the default as your branding or quote process evolves.

The default is the safe fallback. If a quote does not have its own selected template, Scopable uses the tenant's default Quote Designer template when rendering the sent quote, public quote link, and PDF. If you replace or delete a template, confirm that a suitable default remains in place.

How templates appear in client quotes

When a Quote Designer template is used, Scopable applies the same layout to the sent quote, the public quote link, and the generated PDF. This keeps the client-facing version aligned across the ways a client can review it.

Template changes affect future rendering. Review a template with a representative quote before making it your default, especially if you use long titles, detailed scopes, or multiple line items.

Troubleshooting

I cannot open Quote Designer

Confirm that you are a tenant administrator with permission to manage tenant settings. If the page is still unavailable, contact your Scopable account administrator.

My quote does not look like the template

Check that the template is saved and marked as the tenant default. Then reopen the quote or regenerate its PDF so it uses the latest layout. If the problem continues, include the quote URL, template name, and a screenshot when you contact Scopable support.

A template has the wrong logo or colors

Update your tenant branding first, then review the template's theme settings. Save and preview the template again before using it for client-facing work.

Getting help

For help with Quote Designer, contact Scopable support through your usual support channel. Include the template name, the affected quote, and screenshots of the editor and rendered result when possible. Do not include client credentials or sensitive quote content in a support request.