How to edit the cover page on a quote, or change your cover page template

There are two places to edit a cover page: on a single quote, or in the template that new quotes use. If your changes "didn't work", you most likely edited one when you meant the other.

• To change the cover page on one quote you're working on: open the quote, then More > View Cover Page.
• To change the cover page used for all future quotes: go to Admin > Templates > Quotes > Cover Page, then click into the template.

Edit the cover page on one quote

1. Open the quote.
2. Click More > View Cover Page.
3. Make your changes and save.

This only changes that quote. Other quotes keep their existing cover page.

Edit the template for all quotes

1. Go to Admin > Templates.
2. Select Quotes, then Cover Page.
3. Click into the existing template and make your changes.
4. Save.

Template changes apply to cover pages added from now on. Quotes that already have a cover page keep the old wording, so edit those individually if needed.

Tips

• Use merge fields (customer name, job address and so on) to personalise the template automatically. See How do Merge Fields work?
• Cover pages don't support images. Pasting text from Word or a PDF can also cause send errors. See Emails not arriving, bouncing or going to spam.

Related articles

• Quotes More Options
• Quotes FAQ: allowances, layouts, sending and pricing