# Uploading Quote Templates and Setting the Default in "Edara CRM"

> Source: https://help.getedara.com/en/articles/90000048-uploading-quote-templates-and-setting-the-default-in-edara-crm · Category: Edara CRM › Setup and administration · العربية: https://help.getedara.com/ar/articles/90000048-%D8%B1%D9%81%D8%B9-%D9%82%D9%88%D8%A7%D9%84%D8%A8-%D8%B9%D8%B1%D9%88%D8%B6-%D8%A7%D9%84%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D9%88%D8%AA%D8%B9%D9%8A%D9%8A%D9%86-%D8%A7%D9%84%D9%82%D8%A7%D9%84%D8%A8-%D8%A7%D9%84%D8%A7%D9%81%D8%AA%D8%B1%D8%A7%D8%B6%D9%8A-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1

A quote is the first formal document a customer gets from you, so how it looks speaks for your company. When every quote comes out in the same design, with your logo, colors and the sections you want, reps don't have to format anything themselves.

You choose the template quotes use, or upload your own design as an HTML file you start from a ready one, and set, for each template, the sections new quotes show and the name each product shows with.

## Follow the Steps

You upload your design, then preview it and make it the default template for quotes.

### Uploading your own design

In the side menu, click "**Settings**", then "**Quote templates**" under "**Sales setup**". The list has two built-in templates: "**Legacy template**" and "**Modern template**". To upload your design:

1. Click " **Download starting file** " to get quote-template.html, a complete, working quote. Change its colors, fonts, layout, wording and images, and replace the text in [square brackets] with your own.
2. Go back to " **Quote templates** ", click " **Upload template** ", and choose your file. The template takes its name from the file name.
3. The template shows in the list with its description: " **Advanced** ", its language, page size, and number of sections.

The file's rules are written at the top of the starting file, including the slots the CRM fills, like {{CustomerName}}, so you can also hand it to an AI tool and ask for the design you want. Open it in your browser to check it as you work; it fills itself with sample values.

> **Note:** To start from a design you like, choose "**Download file**" from the ⋯ menu of the modern template or any template you uploaded, and change its file.

### Previewing a template and setting it as the default

The default template is the one every quote uses unless the rep picks another, and it has the "**Default**" tag next to it:

1. Click ⋯ on the template's row, then " **Preview** ", and it opens filled with sample values. Close the window when you're done.
2. To use it on quotes, click ⋯, then " **Set as default** ", and the message " **Quotes now use** " shows with the template's name.
3. The " **Default** " tag moves to the new template.

> **Note:** Quotes with no template picked move to the new default too. A quote the rep picked a template for keeps that choice.

### Switching off a template's section

A template's sections are the parts that can be left out, like "About us" or "Terms". You can choose which ones new quotes show:

1. Click the template's name, or choose " **Sections and product names** " from its ⋯ menu, and its settings open in place of the list.
2. Under " **Sections** ", switch off any section new quotes should leave out. Each switch saves right away.
3. Click " **Back to templates** " to return to the list.

> **Note:** A rep can still switch a section that's off back on for one quote. The legacy template has no sections to set.

### Changing a product's name on a template

You may want a product to show with a different name on a certain template, like a clearer name for the customer or a name in the template's language. In the template's own settings:

1. Under " **Product names** ", type at least two characters of the product's name or code in " **Add a product to rename** ", then pick the product.
2. Type the name the product should show with on this template's quotes.
3. Save the name, and it shows in the list with the product's original name under it. To undo it, click × next to it.

Other products keep their own names. A line shows the name the rep typed on that quote first, if any, then the product's name on the template, then its original name.

### If the file is refused or saved with changes

The CRM checks the file when you upload it, and you may see one of two messages:

1. If the file breaks a rule, the " **This file can't be used** " window shows each problem with its line number, like a misspelled slot.
2. Fix them, then upload the file again.
3. If the file has scripts or images from other sites, it's saved without them, and the " **Template saved with changes** " window shows what was removed.

> **Note:** A quote page doesn't run scripts or load anything from other sites, except Google Fonts. Put images inside the file, or use {{CompanyLogo}} for the logo. The file must be 3 MB or less.

### Renaming, replacing and deleting a template

From the ⋯ menu on the row of any template you uploaded:

1. To change its name, click " **Rename** ", type the new name, then " **Save** ".
2. To upload a new version of its design, click " **Replace file** " and choose the file.
3. To remove it, click " **Delete** ", then confirm. Quotes that used it go back to the default template.

> **Note:** If you delete the default template itself, quotes go back to the legacy template. The two built-in templates can't be deleted, and the modern template can't be renamed or replaced.

## Important Things to Know

- Quote template settings are for admins only.
- A rep picks another template for one quote from the quote page itself; see [Creating and Sending Quotes in "Edara CRM"](https://help.getedara.com/en/articles/90000039-creating-and-sending-quotes-in-edara-crm) .
- Text a template leaves for the rep to change on each quote is never added to the totals.

## Try It Yourself

Sample data — it doesn't affect any real data. Upload a template, or click ⋯ next to any template to preview it or make it the default, or click "Branches offer" to set its sections and product names.

## You May Be Wondering

**Do old quotes change when I change the default template?**

Quotes with no template picked move to the new default. A quote the rep picked a template for keeps that choice.

**Why was the file I uploaded refused?**

Because it breaks one of the starting file's rules, like a misspelled slot or an unsupported tag. The message shows each problem with its line number, so fix them and upload the file again.

**Why did an image disappear from my design after I uploaded it?**

Because it loads from another site, and a quote page doesn't load anything from other sites. Put the image inside the file, or use the logo slot.

**Can I delete the modern template?**

No. The two built-in templates can't be deleted, and the modern template can't be renamed or replaced. But you can set its sections and product names and download its file to start your own design from it.