Leads Quote Templates (Settings)

Quote Templates are used when creating a quote in the New Quote section of a Lead.

There are three different ways to create and modify quote templates; choose the one that is most appropriate for your requirements:

Each of the above methods are summarised in this article, with links to more detailed articles provided.

Clone Template

Any quote template can be cloned. This feature is very useful if you either need to create a new template based on an existing one, or if you want to experiment with a new template design without breaking the existing template:

Settings > Leads Settings > Quote Templates

  1. Press the Clone Template button
  2. Enter a new Template Name for the quote
  3. From the Based on Template field dropdown, select the template to clone
  4. Press the Clone button; the template is presented for editing and can be modified or saved

PDF Quote Compression

Each Quote Template can have a level of PDF Compression specified in the settings, and this compression will be applied automatically when a PDF quote is generated within a Lead.

The person generating the quote does not need to be be aware of this feature; it is automatically applied based on the Quote settings

What does Quote Compression Do?

Within a Lead, a PDF version of a Quote can be created. This is useful for emailing to a customer, and also as a permanent record of the state of a Quote at a fixed point in time. The PDF Quote can be accessed in the Lead's Related and Upload Documents field.

Quote templates can contain many pages and numerous images, which can result in a large PDF file being generated for each Quote. Depending on the layout of the Quote Template (e.g. number of pages and size of images), the resulting PDF file may vary in size from a few tens of kilobytes (very small) to several megabytes (potentially very large).

The PDF Compression option in the Quiote Template settings allows for the selection of various compression options from No Compression to Very High. The default option is Medium, which is suitable for most requirements.

If, for example, your template has many pages and numerous images, you may choose a higher level of compression, which can (depending on various factors, including the original format of images in the template), reduce the size of a resulting PDF from several megabytes to a few hundred kilobytes.

In some cases, a higher level of compression can reduce the quality of images in the resulting PDF. To aid in determining an appropriate level of compression, there is a Sample button; this will generate a sample PDF based on the Quote Template, so you can view the resulting PDF and confirm that the quality is appropriate for your requirements.

To use the least storage space in CommTrak, we recommend selecting the highest level of compression that maintains the required quality of PDF.

Basic Quote Templates - Built in HTML Editor

This is the most basic type of quote template, which can be edited entirely within the CommTrak settings.

Using the built-in HTML editor, you can modify / create a basic quote layout, choose colours and upload images such as logos.

Although it is possible to create sophisticated layouts with built-in editor, the nature of editing within web-browser limits the ease with with templates can be modified.

See the following Support Centre article for full details about how to create and modify Basic Quote Templates:

Toolkit Library Standard

Create / edit Quote Templates using the standard features of CommTrak's Template Toolkit. The standard features of the toolkit do not require any knowledge of HTML, and all editing can be completed within CommTrak, using one of the provided Toolkit Templates from the library, or a template that has previously been created/modified by a professional designer.

The standard features include:

  • Select from one of the many professionally-designed templates provided, or select / upload a template that has been created/modified by a professional designer
  • Change the colour scheme
  • Change editable text areas

See the following Support Centre article for full details about how to modify Toolkit Library Standard templates:

Toolkit Library Advanced

The advanced features of the toolkit require some knowledge of HTML and CSS, and you can use one of the provided Toolkit Templates from the library or a designed can create a template from scratch.

The advanced features include:

  • 100% customisable quote templates:
    • change colour themes
    • change layouts
    • change any text, anywhere in the template
  • Toolkit library provides many professionally designed quote templates that you can modify, or select /upload a template that has been created / modified by a professional designer.

See the following Support Centre article for full details about how to modify Toolkit Library Advanced templates: