EasyDocs Admin: Create Quote Template by Uploading a File

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).

If your team already uses pre-designed Word templates (e.g., created using Microsoft Word with the EasyDocs Add-in), you can upload the file directly instead of rebuilding it using HTML or the Drag & Drop editor.

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:

1. 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

2. 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

3. 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

1. Go to Admin Console from Side Menu

2. Under the EasyDocs section, click Quote Templates

3. 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

1. Click Create New

2. The New Template modal appears with 3 options:

   • HTML Editor

   • Drag & Drop Editor

   • Upload a File

Step 3: Select Upload a File

1. Click Upload a File

2. Click Continue when the button becomes enabled

Step 4: Upload the Template File

1. Click Choose File and select a file from your computer

2. If no file is selected, Confirm button remains disabled

3. File format must be .docx, other file types will not be accepted.

Step 5: Enter Template Information

1. Enter Template Name (Required)

2. Enter Description (Optional)

Step 6: Select Lead Fields

1. Under Lead Fields, select multiple fields to incorporate into the document. Example: Phone, Email, Closed Date etc.

2. These fields allow the system to pull custom field data from the Lead when generating the document.

Step 7: Select File Type for Generated Document

1. Under File Type, select from the dropdown:

   • docx

   • pdf

2. This determines the format of the generated document when users create it from a Lead.

Step 8: (Optional) Toggle “Request Signature”

• If the document requires e-signature, toggle “Request Signature” ON.

• Once enabled, you must configure the Signature Type:

  1. Primary Contact
     • The document will be sent to the Lead’s Primary Contact
     • The Lead must have a Primary Contact assigned

     • If no Primary Contact exists, document cannot be sent

       

  2. Static Signer
     • Select a specific User

     • That user will always receive the signature request

       

  3. Document Generator
     • The document will be sent to the user who generated the document

     • Signature request will be sent via email after document generation

       

        

Step 9: (Optional) Toggle “Unsigned Documents can be shared or downloaded”

1. If toggled ON, users can download or share the document even before signatures are completed.

Step 10: (Optional) Toggle “Signed Documents will save to Wingmate”

1. If toggled ON, a signed version will automatically be generated after all signers have completed the signature.

Step 11: (Optional) Add Multiple Signers

1. Click Add Signature to add more signers.

2. Select another Signature Type and configure accordingly.

Step 12: (Optional) Delete Signers

1. Click Delete Signature

2. Click the “-” icon next to the signature type to remove it

3. Click Stop Deleting to save changes

Step 13: (Optional) Configure CC Users

1. Under CC Users, select one or multiple users.

2. These users do not need to sign but will be CC’d on signature request emails.

Step 14: (Optional) Configure Subscribed Users

1. Under Subscribed Users, select one or multiple users.

2. These users will be notified via email after the document is generated and all signers have completed signatures.

Step 15: Create the Template

1. Click Confirm and the template is created successfully.
2. It appears on the Quote Templates list page.
3. Admin can activate or deactivate it.

Tips & Best Practices

• Before enabling Request Signature, ensure Primary Contact is mandatory in your pipeline

• Use PDF output for finalized documents if the document is for Legal agreements or Signed contracts to prevent editing after generation.