Support / FAQ

How to add a free public template to your account?

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.

Templates - All Templates

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.

Templates - All Templates - Add to my templates

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.

Templates - All Templates - Add to my templates -- My templates

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.

Posted in: Templates