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Preview a Template with Real Data

Preview a Template with Real Data

Create Terms Rules

Create Terms Rules

Configure Template Sections & Fields

Configure Template Sections & Fields

Set or Change the Template Logo

Set or Change the Template Logo

Topics

articles configuration-manager configurator draft-watermark generator introduction logo-configuration paper-size pdf-generation permissions preview quick-action section-fields signature-block template-creation template-management template-preview terms terms-rules
configurator template-management

Edit or Delete a Template

Maintain your library of quote templates

SilkQuote Team
Edit or Delete a Template
Template maintenance

Steps

  1. Select a template from the selector.
  2. Click “Edit” or “Delete”.
  3. Save or confirm.

Notes

  • Deleting a template removes its section field mappings.
Edit or Delete a Template
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Create a New Template

Define rules, branding, grouping, and layout for quotes

Newer post

Set or Change the Template Logo

Display the correct logo for each template

Edit or Delete a Template

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See all configurator
Preview a Template with Real Data

Preview a Template with Real Data

Create Terms Rules

Create Terms Rules

Configure Template Sections & Fields

Configure Template Sections & Fields

Set or Change the Template Logo

Set or Change the Template Logo