Overview
Elevate your customer interactions with Fergus by personalising the look of your Quotes/Estimates. Design multiple templates that reflect your brand’s unique identity and allow you to present a polished and professional image to your clients. Empower your business with the flexibility to choose how you showcase your brand with every transaction!
Creating a Template for Quotes/Estimates
To create a template for your Quotes/Estimates, please follow these steps:
Navigate to Settings on your Fergus account
From the Quoting settings page, select Quote/Estimate Templates
Click on New Template
Add a name to the template so it’s easy to recognise when applying the template
Template Styling
After entering the template's name, you will see the Styling page. On this page, you can modify the appearance of the Quote/Estimate. Here is what you need to know:
You can change the main colour, which will add specific colour bars at the top and bottom of the document page.
Accent colour - In the default template, the accent colour determines the background colour for your company details.
Company details text colour - Adjusts the colour of your company details text on invoice documents.
Default font size - This determines the size of the main content on the page (line items, letterhead content). The section description can be changed independently of the default size.
Quote/Estimate Orientation - This refers to the document's default layout, which can be in landscape or portrait format.
Template Content
You can customise the template's content by navigating to the Content tab. This enables you to enhance the template’s appearance and functionality. Here’s what you need to know:
Default Document Title - You can add a title to the document. If nothing is added, it will remain empty by default.
Custom section formatting options: Here, you can adjust the section formatting to show or hide line item quantities, prices, totals, and section totals and show line items.
Default Description- Edit or add the description content for this document template. Format the text and add links and images as needed.
Footer Description—Edit or add content to the template's footer. Format the text and include links and images as needed.
Template controls
The templates can be in 2 states:
Active - Display by default on the quote/estimate templates page and available in the template selector dropdown when creating a quote or estimate
Archived - Not visible by default under templates and excluded from the template selector dropdown.
All templates can be duplicated, ensuring that all settings and content are preserved when a document is copied from a template. Users can set a template as the default, which will be applied to all new documents created. If a user changes the default template, the new one will take effect in the next document created across all projects. Templates can be unarchived by clicking on the ellipsis menu and selecting “Unarchive.”
Please note: Estimates use the same templates that are created for quotes. Users can create templates labelled as "Estimates," but they can still utilize these templates for quoting purposes if they choose to do so.
Conclusion
Developing customised templates is a powerful way to showcase your brand's distinctive identity. This approach enhances your professionalism and ensures that you present a polished image to your clients, helping you stand out in a competitive market.