# Quote templates

> Bundle services and custom lines into reusable templates so similar projects start from a ready-made set of line items.

- URL: https://tillage.ai/docs/quotes/quote-templates
- Section: [Quotes](https://tillage.ai/docs/quotes)

A quote template is a saved set of line items for a type of project, such as a "Website development package" or a "Brand refresh". Starting a quote from a template gives you the usual lines, hours and variance in one step, and you adjust from there.

Templates store line items only. Profit margin, discount, tax, notes and the client come from the quote you apply the template to.

Open templates from **Quotes → Templates** in the sidebar, or click **Manage Templates** from the template picker in a quote.

## Create a template

1. On the **Quote Templates** page, click **New Template**.
2. Enter a **Template Name**, such as "Website development package".
3. Choose a **Category** and add a **Description** of when to use it.
4. Leave the **Active template** switch on so it appears in the quote builder.
5. Under **Template Services**, add lines:
   - Search the **service library** box and click a service to add it.
   - Click **Add Custom Service** for a line that isn't in your library, and enter its title, description and **Rate**.
6. For each line, set the **Qty** and **Var** (variance %). The **Total** updates as you go.
7. Click **Show Preview** to check the **Estimated Total**, then click **Create Template**.

A template needs a name and at least one line. Custom lines need a title and a price.

Templates are built on this page. There's no option to save an existing quote as a template, but you can [save individual lines to your service library](https://tillage.ai/docs/quotes/service-library#save-a-line-from-a-quote) and build a template from those.

### Service lines and custom lines

A **service line** is linked to your library. Each time the template is used, it pulls the service's current name, description and price, so updating the service updates the template. The quantity and variance come from the template.

A **custom line** stores its own title, description, rate, quantity and variance. Edit the template to change it.

## Use a template

### Start a new quote from a template

1. On the **Quote Templates** page, click **Use Template** on the template's card.
2. Tillage opens a new quote with the template's name as the project name and its lines already added.
3. Choose a client, rename the project and adjust the lines.

### Add a template to a quote you're building

1. In the quote's **Line Items** card, click **Template**.
2. In **Choose a Template**, find the template and click **Use Template**.

The template's lines are added after any lines you already have. If the quote has no project name yet, it takes the template's name.

Once on a quote, the lines are ordinary line items. Changing them doesn't change the template.

## Manage templates

Each card shows the template's category, the number of services and the first few lines. Use the card menu to:

- **Edit** the template.
- **Deactivate** a template you no longer use, which hides it from the quote builder. **Activate** brings it back.
- **Duplicate** it, to make a variation under a new name.
- **Delete** it permanently.

## Related

- [Service library](https://tillage.ai/docs/quotes/service-library)
- [Create a quote](https://tillage.ai/docs/quotes/create-a-quote)
- [Line items and pricing](https://tillage.ai/docs/quotes/line-items-and-pricing)

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