Xcitium Platform

Title of the Template

Name of the template. For example, you could name the template after the products offered therein.

Style

Select a design for the template. The style determines the logo placement, colors and fonts used in the quote.

Add/manage styles:

• Click the gear icon at top-right then choose 'Settings'

• Click 'Quote Appearance'

• Configure your logo, color scheme and font.

• Select 'Make Default' in the 'Title' row to have this style presented first in the 'Style' drop-down.

• Click '+ ADD' at the bottom of the page to create a new style.

• See Quote Appearance Settings for more details.

Header

Text which appears just underneath the subject of the quote.

• Subject (H1 – main heading of the quote)

• Header (H2 - sub-heading)

For example:

Quote for IT Services (subject)

From Acme MSP inc. (header)

Footer

Text which appears directly underneath the product and price summary. For example, 'All prices include sales and tax'.

Note - this is not the 'contact details' footer which appears at the bottom of the quote page.

Product Category Details

Add items (your products and services) to the template.

• You can select items in three categories – Hardware, Software and Service

• Use the search box to quickly find existing items.

• You must have created some items before you can use this field.

• Click 'Items' in the left-hand menu to view and edit existing items.

• Click ' + New Item' to create a new product or service.

• You can create tax rates by clicking the cog icon at top-right > settings > Tax rates

• You can set taxes on specific items when you create the item.

• Each item you add to the template is accompanied by its code, price, description and tax rate. You can change the item quantity as required. These details are shown in the final quote.