> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/choose-and-customize-your-quote-document-template.md).

# Choose and customize your quote document template

The Quote template section on Settings -> Quotes controls how your quotes look to customers. Browse templates to pick a style from the library and Use it; a live preview shows it with sample data.

If you have permission to edit the source, Customize or Edit code opens an editor where you change the template's Liquid source, click variables to insert them, and switch the sample customer, property, and line items to check the layout.

Built-in quote templates show the quote's **Valid through** date when you select them. An untouched saved built-in style remains eligible for automatic built-in updates; a customized template is not rewritten. To place the date in a customized template, insert the **Valid through** variable; **Validity (days)** is also available when you need the numeric period.

If Customize or Edit code is missing but you need to change template source, contact your business's administrator to review your role.

Save template applies your changes, or Discard changes reverts. Your Business Profile branding (logo, brand color) flows into the preview automatically.

While you use a built-in style as-is, it is eligible for automatic updates when Essential improves that style. Opening **Edit code** does not change this tracking by itself. If you change the source and save it, the template is treated as your custom version and stays as saved instead of receiving later built-in changes. Re-selecting a style from the library and saving puts you back on the auto-updating built-in.

Essential's built-in styles keep sales tax compact. When one tax entry applies, taxable line items show a checkmark in the Tax column and the summary shows **Sales Tax** with its percentage. When several tax entries apply - including entries with the same percentage but different agencies or jurisdictions - the document names and totals each one separately. A template changed with Edit code keeps its customized tax layout.

![Quote settings](/files/gHO4hwKHEZxqkmofCcPw)

> **Where to find it:** Settings -> Quotes, the Quote template section

## Related guides

* [Choose and customize your invoice document template](/administration/settings/choose-and-customize-your-invoice-document-template.md)
* [Create Terms & Conditions sets for quotes](/administration/settings/create-terms-and-conditions-sets-for-quotes.md)
* [Edit a document template's design with "Edit code"](/administration/settings/edit-a-document-templates-design-with-edit-code.md)
* [Set up quote prompt templates for AI drafting](/administration/settings/set-up-quote-prompt-templates-for-ai-drafting.md)
* [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md)


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