Manage quote templates

📝 Note: The quote templates feature is now offered through Document Builder. If Document Builder is fully configured on the marketplace, you can navigate to Document Builder, and the quote templates feature within it, through the user interface instead of a URL that you enter. See Document Builder.

Marketplace Managers can create, edit, and manage PDF quote templates. When users download quotes, the AppDirect platform uses templates that are in Active status to generate PDF quotes.

When you publish an inactive template for a language, its status changes to Active and the previously active template to Not active status. You can also edit published templates and then publish the edits (the status of the template remains Active).

There is one default template in Active status for each language the marketplace supports. Templates are built with JavaScript Object Notation (JSON). You can use the native JSON editor to edit and create them, or download the JSON, edit it off-platform, and then save them as new templates.

You can do one or more of the following:

• Edit templates you created previously.
• Create new templates and publish them (see Copy quote templates).

The View quote template information topic provides an overview of the three pages, with definitions of each element. The actions you can take on the pages are detailed in the topics that follow it:

• Copy quote templates
• Edit JSON quote templates
• Manage images in quote templates
• Download quote template JSON file
• Publish quote templates
• Rename quote templates