--- title: Quote Details Templates description: Quote Details page templates can be created through the Account Settings or saved from a report. This video will walk you through how to save a template from within a report and apply one to a report. --- [Skip to content](https://support.sumoquote.com/quote-details-templates#main-content) English Show submenu for translations [More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en) ![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.sumoquote.com/kb-tickets/new) - Go to www.sumoquote.com Go to www.sumoquote.com How can we help you? - There are no suggestions because the search field is empty. 1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en) 2. [Templates](https://support.sumoquote.com/templates?hsLang=en) # Quote Details Templates ## Quote Details page templates can be created through the Account Settings or saved from a report. This video will walk you through how to save a template from within a report and apply one to a report. **Find out more about the features on your Quote Details Page!** Check out our documentation on the [Product List](https://support.sumoquote.com/product-list?hsLang=en) and a L[evel 2 set up](https://support.sumoquote.com/level-2-add-your-pricing?hsLang=en) as well as [Additional Price Lists](https://support.sumoquote.com/additional-price-lists?hsLang=en) for more information on how to set up your prices for quick and easy product searches. Control what your homeowner views on their quote details page by watching our [Quote Details Settings](https://support.sumoquote.com/quote-page-settings?hsLang=en) video. ### Create a Template from a Report 1. Open any project and open a report for editing. 2. Navigate to the **Quote Details** page. 3. Click on **view templates** to choose a sample template as a starting point. 1. Some templates have a **list** icon beside their name, this indicates that there are multiple quote tabs included in that selection. If selected, all tabs will be replaced. 2. You can choose to replace a single tab by selecting the tab you want, going to **View templates** and choosing a template with no list icon beside it. 4. Click on the **+** beside the quote name to add additional pages. You can have a maximum of 3 quote tabs. Each tab is a separate quote allowing you to build a good/better/best quote or a roofing/siding/gutters quote. 5. Add pricelist items or manual entries into the line items. The information written here will be visible to your customer. 1. Click on **Add item** to create a new line item. 2. Start typing your item name into the box. If the item you are looking for shows up in the dropdown menu, select it to **link it to your price list item**. Linked items are designated with a chainlink icon in the corner of the description box. 3. Manual entries will have a **+** in the corner of the description box. These are items you have typed into the quote and added a price to manually. They will only be available for use in this template. 6. Click **Add Section** to add a new heading (i.e. labor) and add additional line items under this section. 7. When your edits are complete, scroll to the bottom of the page and click on **Save as template**. 1. Name your template and choose to either share with your entire team or not. 2. Select if you want to **save all tabs** as a single quote template or just save the selected tab on its own. 8. Click **Save** to finish. **👍 PRO TIP - Section Templates** A Quote Details template can be added as a **section** within your quote page. 1. Click on the black down arrow beside **Add Section**. 2. Select **Add from Template**. 3. Your list of templates will pop up and you can select which template you want to add as a new section by clicking on the **green arrow**. 4. The template will be added to your current tab and you can continue to edit your page. ### Apply a Template in a Report 1. Open any project and a report for editing. 2. Navigate to the **Quote Details** page. 3. Click on **view templates**. 4. Select the template you want to apply from either **My Templates** or **Shared Templates** and click the **green checkmark** beside the template. 1. Templates with a list icon beside them contain multiple tabs and will overwrite any current tabs. 2. Templates with no icon beside them are a single tab and will overwrite only the selected tab. **⚠️ Applying a template cannot be undone.** When you apply a template on your quote details page and the information is overwritten, there is no way to recover the information that was changed. 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