Quote Designer Overview

Quote Designer controls how Scopable presents a quote to your client. Tenant administrators can manage shared branding, create reusable templates, choose a tenant default, and select a different template for an individual quote.

Open Settings, then select Quote Designer. The landing page contains your tenant logo and quote colors plus a gallery of saved templates.

Quote Designer template gallery showing the Default Quote Template card, Default badge, Edit action, and New template button

The gallery marks the tenant default and keeps template creation and editing actions together.

What a template controls

Each template has three parts:

• Cover page: an optional designed first page for the quote title, logo, client details, and introductory copy.
• Quote content: flowing sections for the summary, line items, scope, totals, payment terms, notes, and other live quote data.
• Closing page: an optional designed final page for contact details or a closing message.

Cover and closing blocks use fixed placement. Quote-content sections flow onto additional pages as the quote grows, which keeps long scopes and line-item tables readable.

The designer stores presentation rules, not a second copy of the quote. Bound fields and content sections pull current information from the quote when Scopable renders it.

How Scopable chooses a template

Every tenant has a default-template path. A saved quote can also name a specific Quote Designer template.

1. If the quote has a specific template selected, Scopable uses it.
2. Otherwise, Scopable uses the tenant default.

The selected layout is used for the client-facing quote and generated PDF. Keeping the selection and fallback explicit prevents a quote from silently depending on whichever template someone happened to edit last.

See Select a template for a quote for the quote-level workflow and fallback details.

Common tasks

• Build and customize a Quote Designer template explains branding, page structure, live-data sections, document settings, preview, saving, duplication, and default management.
• Select a template for a quote explains the quote-level selector and what clients see in the public quote and PDF.
• Troubleshoot Quote Designer covers access, loading, saving, preview, branding, layout, and output problems.

Safe operating habits

• Preview with representative sample data before saving.
• Test with a real quote that has long titles, a detailed scope, and several line items before changing the tenant default.
• Duplicate a working template before a major redesign.
• Keep at least one suitable default template available.
• Do not place passwords, API keys, or other secrets in template copy or support screenshots.

Getting help

Email [email protected] with the template name, affected quote, what you expected, and screenshots of both the editor and rendered result. Remove sensitive quote content and never send client credentials.