EasyDocs Admin: Update Quote Template After Uploading a File

Overview

A Quote Template in EasyDocs allows Admin users to upload a document that can later be generated directly from a Lead.

Quote Templates can:

• Auto-populate Lead fields (e.g., Address, Phone, Email)

• Collect signatures via DocuSign

• Include additional input fields (e.g., Date of Service, Custom Values)

• Save signed copies back to Wingmate

• Sync signer inputs back to Lead Custom Fields

This support article is organized into three parts to help you update a Quote Template step by step:

1. Template Setup & Output Settings
   Update the template file, name/description, lead fields mapping, and document output type.

2. Configure Signature Settings
   Enable signature requests, configure signer types, and manage sharing/saving settings.

3. Adding Custom Input Fields
   Add input fields to the uploaded document for signers to fill out, and optionally save signer input back to Lead Custom Fields.

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

Part 1: How to Update Template Setup & Output Settings?

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: Open the Update Template Modal

1. Click the template you want to edit to open the Update Template modal

Step 3: Upload or Replace the Template File

1. Click Choose File

Step 4: Update Template Name or Description

1. Edit the Name and the Description

Step 5: Update 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 6: 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

Part 2: How to Configure Signature Settings?

Step 1: 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 2: Configure Sharing and Saving Options 

1. If toggled “Unsigned Documents can be shared or downloaded” ON, users can download or share the document even before signatures are completed

2. If toggled “Signed Documents will save to Wingmate” ON, a signed version will automatically be generated after all signers have completed the signature

Step 3: Add or Remove Additional Signers

1. Click Add Signature to add more signers

   

2. To remove a signer, Click Delete Signature and the “-” icon next to the signature type to remove it

   

    

Step 4: 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 5: 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.

Part 3: How to Add Custom Input Field?

Step 1: Add an Input Row

1. Click Add Input
2. A new input row appears with Name, Input Type, Custom Field and Required checkbox

3. Use this feature when you want signers to fill extra fields in DocuSign

Step 2: Define the Input Name and Match It in the Uploaded Document

1. In the input row, enter a Name (e.g., dateofservice)

   

2. In your uploaded document, insert a placeholder using underscores:

_dateofservice_

Tip: You may change _dateofservice_ text color to match the background so it won’t affect document layout.

Step 3:  Select Input Type

1. Click Input Type dropdown

2. Select Text or Number 

   • Text → signer can enter free text

   • Number → signer can only enter numbers

Step 4: Map Input Field to a Lead Custom Field (Optional)

1. Click Custom Field dropdown

2. Select a custom field (e.g., Comments)

3. After DocuSign Completion, if signer enters 01/01/2025 into the DocuSign input dateofservice, the value will be saved back to the selected Lead Custom Field on the Lead Details page.

Step 5: Set Input Field as Required

1. If Required is checked, signer must complete the field before finishing DocuSign.

2. If Required is unchecked, the field becomes optional.

Step 6: Confirm Changes

1. Click Confirm to save the template updates

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.