Templates

QuoteBee.io supports Google Docs templates by providing an easy way to update tokens defined in templates.

To use the Search and Replace feature, define templates with placeholder values surrounded by #[]

Example: # [ Customer name ]

Then when using that template to create a quote. Open the Search and Replace feature from the sidebar and update the value you want against defined tokens.

To ensure that you are not missing any tokens, open the Search and Replace screen again. If there are any unattended token in the document, it will appear here.

Avoid using commas (,) in token name as this may have an unintended effect.