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Use quote templates to reuse customer notes, contract terms, attachments, collection requirements, and display settings. You can use the same template for new subscriptions, subscription updates, or one-off invoices. When multiple configurations are enabled for your account, a quote can contain several configurations of the same type. You choose what to sell in the quote’s configurations. You can edit the pre-filled information before sending the quote.
Editing a quote template doesn’t impact the draft quotes created using this template.

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Creating a template

Quote templates are in the Quoting section, on the Templates page.
1

Name the template

Add a name and optionally an internal description to make it easily identifiable for your sales team.
2

Configure quote details

Pre-configure the expiration delay and information required from customers to sign the quote.
3

Optionally, select a subscription template

Link a subscription template to pre-fill a new subscription with its contract, products, prices, coupons, and invoicing settings. Hyperline selects the configuration matching the customer’s country and currency. You can edit this subscription while creating the quote.Leave this empty to reuse the quote’s terms and settings without adding a new subscription automatically. You can then configure a new subscription, an update, or a one-off invoice in the quote editor.
4

Optionally, configure additional information

You can add a customer note and contract terms. You can pre-fill contract terms with clauses configured in Settings > Quoting.
5

Optionally, add attachments

When sending a quote to a customer, you might want to attach a contract or your terms and conditions so they can sign both the quote and the contract simultaneously.Attachments can be:
  • Added manually on the template
  • Added dynamically based on the customer’s country and language through localized attachments configured in Settings > Quoting.
6

Optionally, configure display settings

Select what the quote shows, such as the first invoice amount, quote value, phase value, taxes, and Discounts on total. These settings pre-fill the quote’s Display settings. For more details, see Display.
7

Save the template

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Using a template

  1. Create a quote and select the customer.
  2. Select a quote template, or select Configure manually to start without one.
  3. In Quote details, click Add configuration and select New subscription, Subscription update, or One-off invoice. If the template already added a subscription, you can edit or remove it. With multiple configurations enabled, the button below the existing configurations adds another configuration of the same type. Remove all existing configurations to select a different type.
  4. Review the pre-filled terms, attachments, and settings before sending the quote.
For a template you want to reuse across all quote types, leave the subscription template empty. This keeps your standard terms and documents ready while letting you choose the configuration for each quote.

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Localized attachments

If your team frequently sends quotes with the same contract details, manually attaching files can become time-consuming, especially for sales teams that may struggle to select the right templates. With localized attachments, you can configure attachments that Hyperline adds automatically based on the invoicing entity, country and language of the customer.
1

Create a localized attachment

Give it a descriptive name and select the eligible invoicing entities. Attachments are only available for customers linked to the selected entities.
2

Add documents

Click New file and select the language and country. You can add up to 10 documents per entry, select multiple files at once from the picker, and drag them to reorder. When you use a quote template with this localized attachment, Hyperline automatically attaches the documents to quotes for customers matching these criteria, in the order defined here.
3

Accepted formats

Each document must be in one of the following formats: PDF, DOC, DOCX, PPT, PPTX, or TXT, with a maximum size of 5 MB per file.
With your localized attachment now configured, you can add it to your quote templates. Hyperline then automatically adds the attachments to quotes created using the template.

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Clauses

Clauses are a lighter version of localized attachments. They let you add dynamic text to the Contract terms field based on the invoicing entity and the customer’s language.
You need the Contracts read permission to view and use contract clauses in the quote editor. Without this permission, the clause insertion options aren’t available. Learn more about user roles and permissions.
1

Create a clause

Give it a descriptive name and select the eligible invoicing entities. Clauses are only available for customers linked to the selected entities.
2

Add content

Enter content in the text area. You can add alternative versions for different languages by clicking the blue globe icon. If you don’t set translations, Hyperline adds the default version.
After configuring the clause, you can add it to your quote templates. When you create a quote using the template, Hyperline automatically pre-fills the clause content in the contract terms field in the customer’s language. You can also add a clause while creating or editing a quote from Contract terms by selecting Add from existing clause. Selecting an added clause again removes the clause text when the original text is still present. If you edit the inserted text, Hyperline keeps the quote linked to the selected clause and can identify it as a modified clause for approval workflows. This lets you route quotes for review when standard legal language changes. Quote notes and contract terms support Markdown formatting. To add a clickable legal link, write the label in brackets and the URL in parentheses:
This displays a readable link label on the quote instead of the full URL. For more formatting options, see Markdown text. You can configure legal terms in two places:
  • Settings > Quoting, where you manage reusable clauses and default quote terms.
  • Quote templates, where you pre-fill the terms used by quotes created from that template.
You configure hosted checkout legal terms separately from quote templates. Keep both settings aligned if customers can sign through either flow.