A quote template offers a wide range of possibilities. In this article, you can find the most common features and learn how they work.
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Follow these steps to create a new quote template:

You have now created a template.
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A background instantly gives your quote a certain look and feel.

Here’s how to add a background:

You have two options:

💡 Tip: Add text directly via Catermonkey. This will remain the sharpest. Text in a background image may become blurred.
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Do you want to add text, an image, a planning block or a price overview? First, add a row with columns.

Within a column, you can choose from the following options:
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Click on the text icon to add a text box.
You can also use variables here (smart fields that automatically retrieve information from a task). See this article for more information about quote variables.
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Easily add an image by uploading it or selecting it from your media library. You can adjust the size of the image by making the column wider or narrower with your mouse.
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The price summary is automatically populated with the products from the order. This ensures it always matches the quote for the customer.

⚠️ Please note: Do you want to edit the price overview? Always do this from the order, not in the quote editor.
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The event schedule from the order is automatically added to the quote.

⚠️ Please note: Always make changes to the schedule in the order, not in the quote editor.
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1. Duplicate page
Use the duplicate icon at the top right of a page to quickly copy a page. Handy if you only want to make minor adjustments.
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2. View preview
Click on "Download sample quote" in the top left corner to see what the completed quote looks like in PDF format.
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3. Adjust settings

Click on "Tools" in the top left corner to, amongst other things:

Do you have any questions about the quote template or would you like help with the design? Feel
free to send us a message via chat or email us at support@catermonkey.com.
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Team Catermonkey 🍌
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