Focus: The focus of this Self Help article is to provide you information and steps in order use a Quote Roller public community template and add it to your account so that it can be used for editing and for your proposal(s).

Please note: Quote Roller is continuing to add new templates as we go forward. If you have a template that you would like to share with our community, please use the blue Help/Question button and send us an email. You can also see full web versions of these templates, by clicking here.

Step 1: Overview of public (All templates) templates.   At the top, click on “Templates” then All Templates. You will see a list of public templates. Scroll through the list and click on one that might suit your business needs.

Step 2: If you would like to add this template to your account to edit and to be used for proposals. Click on the “Add to My templates” button.

Step 3: Now, this copied template will show up under Templates > My Templates and you can change the name, and modify it for your needs.

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.