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Fast-track quotes with pre-defined templates

Document Templates

QuoteBee.io supports Google document templates by providing an easy way to update TAGS defined in templates.

To use QuoteBee.io Tags feature, define your templates with placeholder values surrounded by:

Tags #[ ]

For example, if you want to change customer specific information in your quotes, you can create following block in your Google Document template.

Define tags in document template

Then when using that template to create a quote. Open Tags feature from QuoteBee.io add-on sidebar and update value you want against defined tags.

Finally, click Replace to update all tags in your document.

Replace tags in document template

To ensure that you are not missing any tags, open Tags screen again. If there are any unattended tags in document, it will appear here.

Warning

Avoid using commas (,) in your Tags as this will split single tag in multiple.