Quote Templates

A quote template is built in a dedicated editor, organized into a few areas — Template details, Branding, Page & typography, Layout, and Translations. You manage templates in the Pinion admin app → Quote Templates — the list shows each template’s Document Type, Active toggle, Default badge, and last-modified date, with Edit / Clone / Delete actions and New template.

The Quote Templates list — Name, Description, Type, Active toggle, Default badge, Last modified, and Edit/Clone/Delete actions
The Quote Templates list — each template's document type, active/default state, and last-modified date.

Template details

The details are the template’s identity:

  • Name and Description.
  • Document Type — Quote, Order Form, Contract, SOW, Amendment, or Renewal. The same builder produces all of Pinion’s documents.
  • Active — make the template available for use.
  • Default — mark one template the org default (the fallback used when routing finds no match).
The Template details area of the editor — Name, Description, Document Type selector, and Active / Default
Template details — name, description, document type, and the active/default flags.

Branding

Branding is the look:

  • Logo — an uploaded image with a position (Top Left / Center / Right, or Footer Left / Center / Right) and max width / height.
  • Watermark — optional text (e.g. “DRAFT”) with a color and opacity.
The Branding area — logo upload with position and size, and watermark text, color, and opacity
Branding — the logo (position + size) and an optional watermark (text, color, opacity).

Page & typography

Page & typography controls the paper and text:

  • Paper size — Letter or A4 — and orientation.
  • Margins.
  • Font family and font size for the document body.
The Page & typography area — paper size (Letter / A4), orientation, margins, font family, and font size
Page & typography — paper size and orientation, margins, and the body font family and size.

Layout — the canvas

The Layout is the drag-and-drop canvas: stack sections down the page and configure each. Add sections from the palette and drag to reorder. The section types:

  • Header / Footer — the band at the top/bottom of each page.
  • Quote Info — a block of deal/account fields (quote number, dates, prepared-for).
  • Field Table — a key/value table of fields you choose.
  • Line Items — the priced line-item table (column choice below).
  • Totals — the subtotal / discount / total block.
  • Amendment Diff — for Amendment documents, a before/after comparison of what changed.
  • Terms — the terms & conditions body.
  • Signature — a signature block (names, dates, signature lines).
  • Rich Text — free-form formatted content with merge fields.
  • Page Break — force a new page.
The Layout canvas — a palette of section types and the canvas with stacked sections (header, line items, totals, terms, signature) plus the selected section's config panel
The Layout canvas — add and arrange sections, then configure the selected one (columns, fields, merge tokens, visibility) in the side panel.

Line-item columns

On a Line Items section, the column picker chooses which columns appear (and their order, width, and visibility) — e.g. Product, Quantity, List, Unit, Discount, Total. A column can also carry its own visibility condition, so it only renders when the deal matches.

Merge fields

In Rich Text, Header, Footer, and Terms, type a merge field to pull a live value from the deal — account name, quote total, dates, custom fields. The editor offers a field picker / suggestions as you type, so tokens are inserted correctly rather than hand-typed.

Visibility conditions

Any section can be gated with a visibility condition (source / field / operator / value) — show the Amendment Diff only on amendments, or a legal clause only above a threshold. When the condition doesn’t match at render time, the section is dropped.

Translations

A template can carry per-locale translations of its header, footer, terms, and layout text — covered in Translations.

Draft, preview, and publish

The editor uses a draft → published model:

  • Save stores your work as a draft (the live document doesn’t change until published).
  • Preview renders the template against sample data so you can see the PDF — at the chosen paper size and orientation — before publishing.
  • Publish makes the draft live; Version History lists prior published versions so you can review or roll back.