How do I format my quote templates?

Formatting your quotes is very simple and yet very important. The reason we ask our partners to format their quotes is to make them easier to read for our customers. It sounds basic, but imagine if you were a customer reading through 3-4 quotes all at the same time. You’d want it to be easy on the eye, quick to digest, and include all the info you need. The key to this is simplicity. Crazy emojis and different colours can be enough to put a customer off - it's much safer to keep things simple, but format the text to make it easy to read. This is how you do it:

Editing key words

If you click on Tools > Quote Templates and click the template that you want to edit. To bolden certain words you should see the ‘B’ button in the corner. You can either highlight the word(s) that you want to change, and click the button or you can click the button and type - the words should be changed. You can repeat the steps, to underline and italicise your words.
Using these tools are an effective way of making certain words or phrases stand up. Definitely worth using to highlight important information instead of capitalising it or changing the colour. 

Adding bullet points or numbers

This is a great way of breaking the quote down into easier parts for the customer to read, instead of having one big paragraph.

To do this all you need to do is click either the button with the three dots, or the number button and start typing. When you want to do a section, just hit the enter button and it should start off a fresh line. To do this all you need to do is click either the button with the three dots, or the number button and start typing. When you want to do a section, just hit the enter button and it should start off a fresh line.