# Build a quotation template

Save a standard offer as a template, with its validity, signature and payment rules, opening text, services and an optional section, then start a quotation from it in one choice.

A firm sends the same kinds of offers again and again: a consultation package, a contract review, a yearly retainer. A quotation template holds one of them, with its services, its opening text and its rules, so that a new quotation starts complete and only the client changes.

## Before you start {#before-you-start}

- You need the **Administrator** access right on **Sales**: the configuration menu is shown to it only, and the other access rights can use templates but not change them.
- The **Quotation Templates** option is on in [Quotation settings](quotation-settings#templates); without it, the menu and the **Quotation Template** field of the quotation are hidden.

## Create the template {#create}

1. Open **Sales/Configuration/Sales Orders/Quotation Templates** and click **New**.

![The quotation templates of the company; New adds one.](https://jaah.app/web/image/11262-5d1a1fa1/quotations-template-templates_list-en.png)

2. Give the template a name the team recognises in **Quotation Template**, such as the name of the package.
3. **Quotation Validity** is the number of days the offer stays open: a quotation made from the template expires that many days after it is created. Leave 0 to keep the validity of the settings.
4. **Online Signature** and **Online Payment** decide how the client confirms, as on a quotation. Here the client signs, and the payment comes with the invoice, so **Online Payment** is unticked. **Confirmation Mail** chooses another e-mail for the confirmation of these orders, when needed.

![The name, the validity in days, and the signature and payment rules of the template.](https://jaah.app/web/image/11266-5a7fa700/quotations-template-template_options-en.png)

5. Click in the **Quotation Body** area and write the text that opens every offer of this kind.

![The Quotation Body of the template, copied into every quotation made from it.](https://jaah.app/web/image/11270-0cb9703d/quotations-template-template_body-en.png)

## Add the services {#lines}

In the **Lines** tab:

1. Click **Add a product**, choose **Legal consultation (hour)** and set the quantity to 4.
2. Click **Add a product** again and choose **Contract drafting**.

A template line holds a service and a quantity, without a price: the price comes from the service when the quotation is made, so a new price list or a changed service price applies to the next quotations.

## Offer an optional section {#optional}

Some services are proposed, not imposed, such as court representation if the matter goes to a hearing.

1. Click **Add a section** and name it, for example **Optional services**.
2. Open the three-dot button at the end of the section line and choose **Set Optional**. On a phone too, the button is the last thing on the section line.

![The menu of a section; Set Optional lets the client choose its lines.](https://jaah.app/web/image/11274-3c3f792a/quotations-template-section_menu-en.png)

3. Click **Add a product** and choose **Court representation (session)**. A line under an optional section starts at a quantity of 0, so it costs nothing until the client adds it.

Click the cloud icon **Save manually**. The optional section and its lines are shown in colour.

![Two services, then an optional section whose line starts at a quantity of zero.](https://jaah.app/web/image/11276-8a491a71/quotations-template-template_lines-en.png)

The **Terms & Conditions** tab holds the conditions printed under the lines of every quotation made from the template.

## Use it on a quotation {#use}

Open **Sales/Orders/Quotations**, click **New**, choose the **Customer**, then the template in **Quotation Template**. The quotation receives the lines, the opening text in the language of the client, the terms, the signature and payment rules and the expiration date. Everything can still be changed on this quotation only.

![The template fills the lines, the body and the rules of the new quotation.](https://jaah.app/web/image/11280-6d86f3ed/quotations-template-template_on_quotation-en.png)

On the client's page, the optional section shows a quantity the client can raise or lower before signing.

## FAQ {#faq}

### Can one template be used automatically for every new quotation? {#default}

Yes: choose it as **Default Template** in [Quotation settings](quotation-settings#templates). Every new quotation then starts from it.

### Can the opening text exist in two languages? {#translate}

Yes. The language button at the end of the **Quotation Body** opens its translations. A quotation copies the version in its client's language. The name of the template is not translated.

### I changed the template. Do the existing quotations change? {#existing}

No. A template is copied when it is chosen; quotations made before keep what they received.

### Why is a line of my template at 0? {#zero}

It sits under an optional section. Choose **Unset Optional** in the menu of the section: its lines at 0 come back to a quantity of 1.

---

- Source: https://jaah.app/docs/quotations/build-a-quotation-template
- Updated: 2026-10-23
- Version: Quotations 19.0.1.1.1
- Verified: 2026-10-23