Overview
Quote Templates allow your company to standardize documents generated from Leads inside Wingmate.
With EasyDocs, Admin users can create reusable templates that Sales and Managers can attach directly to Leads when generating documents (e.g., quotes, agreements, proposals).
What is a Quote Template?
A Quote Template is a reusable document template that users can apply when creating an attachment for a Lead.
Key characteristics:
Templates are available company-wide
Only Admin users can create and edit Quote Templates
There are three ways to create a Quote Template:
Create template with HTML with Liquid-based
Allows users to write custom HTML and Liquid variables directly in the HTML Editor
Best for Advanced formatting, Full control over layout and Custom dynamic logic
Create template using Wingmate’s Drag & Drop Editor
- Allows users to visually design templates without writing code.
- Best for Non-technical users, Faster template creation and Structured layouts
Create template by uploading a file
- Allows users to upload a document created using the Microsoft Office EasyDocs Add-in.
- Best for Pre-designed templates and Word-based formatting workflows
How to Create a New Quote Template with HTML Editor?
Step 1: Navigate to Quote Templates
Go to Admin Console from Side Menu
Under the EasyDocs section, click Quote Templates
The page shows All templates by default, you can click:
Active tab to view active templates
Inactive tab to view inactive templates
Step 2: Click Create New
Click Create New
The New Template modal appears with 3 options:
HTML Editor
Drag & Drop Editor
Upload a File
Step 3: Select HTML Editor
Click HTML Editor
Click Continue when the button becomes enabled
Step 4: Fill Out Template Information
Enter Template Name which is required
Enter Description which is optional
- A notification appears at the bottom-left corner "New Template Created — (Template Name) was created successfully" after clicking Confirm
You will then be redirected to the HTML Editor page.
How to Edit a Quote Template Using HTML Editor?
The HTML Editor consists of three main sections, Variables & Liquid Tags, HTML & Liquid Editor and Preview.
Left Panel – Variables & Liquid Tags
On the left side, you will see:
Lead section
Campaign section
You can expand Lead or Campaign to view available variables:
| Column | Description | Example |
|---|---|---|
| Item | Field name available in template | Name |
| Tag | Liquid variable syntax | {{campaign.name}} |
| Example | Example value, if Lead selected | Wingmate VIP |
At the top of the left panel, you can Search for a Lead. After selecting a Lead, the Example column populates with real data:
Middle Panel – HTML & Liquid Editor
This is where you:
Write HTML
Insert Liquid variables
Structure your document
The HTML editor auto-saves changes automatically, so no manual Save button required.
Right Panel – Preview
The right side displays a live preview of your template.
As you update the HTML, the preview updates accordingly.
Tips & Best Practices
- Use Proper HTML Structure, even though Liquid is supported.
- Search a real Lead in the left panel to verify all variables populate correctly, preventing broken documents or missing dynamic values.
- The HTML Editor auto-saves changes, but keep you best practice to double-check your edits before navigating away.