Quote template reference
The Quote template is the pre-sale document you send a customer before an order exists: a priced proposal with an expiry date and your terms.
It's used whenever a quote's PDF is opened or downloaded — named after the quote number, following the quote's store copy where there is one — and it's also what the customer receives when a quote is sent.
Because nothing has shipped yet, a quote carries no fulfillment, payment, tracking or shipping information at all. What it adds instead is a Valid Until date, free-text Terms, and per-line discounts.
Header details
Quote Meta gives you Quote Number, Quote Date (in your account's own date format and time zone), Valid Until, Customer PO Number, Currency Code, Memo (the note meant for the customer) and Terms (your free-text payment or trading terms).
Two lists of lines
A quote splits its lines into two:
| List | What goes in it |
|---|---|
| Items | Lines pointing at a product. This is what Total Units counts. |
| Revenue Lines | Everything else — a delivery charge, a setup fee, an allowance. |
Revenue Lines is what the other document types call Financial Lines.
Both lists carry a per-line discount, and both are already inside the quote Total. Gate the second table with the Has Revenue Lines switch so a product-only quote doesn't print an empty table.
The per-line discount column
Each quote line — product or charge — can carry its own discount, exposed as a ready-to-print value:
- A percentage discount prints with a percent sign and trailing zeros trimmed, so
10.00becomes 10%. - A fixed-amount discount prints as a plain two-decimal number.
- A line with no discount prints nothing at all.
Because a blank cell looks like a mistake in a table, the built-in Quote template prints a dash instead. Copy that habit.
This is the line discount. The order-level discount is the Discount figure in Totals.
Totals and switches
Totals gives Subtotal, Discount, Tax, Tax (Included), Total and Total Units, plus the same two tax-row switches as a Sales Order — see the Sales Order template reference.
Total Units counts product lines only, so fees don't inflate it.
The switches available are Has Items, Has Tax, Has Discount, Tax Is Included and Has Revenue Lines. Use Has Discount to keep the Discount row off quotes with no discount, and Has Revenue Lines to keep the second table off product-only quotes.
Shipping always reports zero, there's no Has Shipping switch, and a conditional shipping row never renders. If a quote includes delivery, print it from the Revenue Lines list instead.
What the stock template contains
- a Quote header with your store details, the quote number, date, Valid Until, and — only when present — the customer's PO number
- a hand-written items table with a Disc column
- a separate Charge table for revenue lines
- a totals block whose Discount row appears only when a discount exists
- a Notes block and a Terms block, each appearing only when filled in
It's a more complete starting point than the Sales Order default. The Notes/Terms pattern — heading and content wrapped together in one show/hide block — is worth copying whenever you add an optional block.
The items table here is hand-written rather than the automatic one, so the Disc column is yours to keep, rename or drop.
Sales Order versus Quote
The two share the same overall shape — store, customer, addresses, items, charges, totals — but differ in what they can say.
| Only a Sales Order has | Only a Quote has |
|---|---|
| Shipping method and Ship Via | A Valid Until expiry |
| Ship-by and deliver-by dates | Free-text Terms |
| Tracking numbers | Per-line discount values |
| Payment and fulfillment status | |
| A shipping total | |
| Custom fields | |
| Substituted-product details |
Anything the other type doesn't have prints nothing rather than warning you, so you end up with a label and empty space. The Variables panel for the template you have open is the authoritative list.
Next steps
- Sales Order template reference — the same customer, after the sale.
- Print, email & share these documents — what the customer receives when a quote is sent.
- Template editor reference — why an unknown name is rejected on save but a loop typo isn't.