Template Customization Guide

Make your quotations stand out by customizing templates to match your brand and business requirements.

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Branding Customization

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Logo and Visual Identity
- **Upload Your Logo**: Add your company logo to the header
- **Color Scheme**: Match your brand colors throughout the template
- **Fonts**: Choose fonts that align with your brand identity
- **Layout**: Adjust spacing and positioning for optimal presentation

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Company Information
- **Business Details**: Company name, address, phone, email
- **Legal Information**: Registration numbers, tax IDs, certifications
- **Contact Persons**: Sales representatives, project managers
- **Social Media**: Website, LinkedIn, other professional profiles

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Content Customization

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Service Descriptions
- **Standard Services**: Create reusable service descriptions
- **Custom Offerings**: Tailor descriptions for specific clients
- **Technical Details**: Include specifications and requirements
- **Benefits Focus**: Highlight value propositions and outcomes

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Pricing Structure
- **Rate Cards**: Set up standard hourly or project rates
- **Discount Rules**: Configure automatic discount calculations
- **Tax Settings**: Set up regional tax requirements
- **Currency Options**: Support multiple currencies for international clients

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Advanced Customization

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Conditional Content
- **Client-Specific Sections**: Show/hide content based on client type
- **Service Categories**: Display relevant sections only
- **Regional Variations**: Adapt content for different markets
- **Project Types**: Customize based on project complexity

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Automation Rules
- **Auto-Calculations**: Set up complex pricing formulas
- **Data Integration**: Pull information from external systems
- **Approval Workflows**: Route quotes through approval processes
- **Follow-up Automation**: Schedule automatic follow-ups

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Best Practices

1. **Consistency**: Maintain consistent branding across all templates
2. **Clarity**: Keep language clear and professional
3. **Completeness**: Include all necessary terms and conditions
4. **Testing**: Test templates with sample data before use
5. **Updates**: Regularly review and update template content

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Template Library Management

- **Organize by Category**: Group templates by business line or client type
- **Version Control**: Keep track of template versions and changes
- **Sharing**: Share templates across team members
- **Backup**: Maintain backups of customized templates

Start customizing your templates today to create a professional, branded experience for your clients!