> 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/set-up-quote-prompt-templates-for-ai-drafting.md). # Set up quote prompt templates for AI drafting Quote Prompt Templates are reusable instructions that guide AI-assisted quote drafting, organized by asset group type. On Settings -> Quotes, use **New prompt** to create one with a name, choose the asset group types it covers in **Asset Group Types covered**, add an optional description, and enter the instructions you want the assistant to follow when drafting a quote for those asset groups; you can also attach a Terms & Conditions set. When someone drafts a quote with AI for an asset group of a covered type, the matching prompt's instructions are applied. Open a prompt from the list to edit or delete it. ## How the description is used The description is customer-facing. When a quote is drafted with this template, the description is copied into the quote word for word as its summary — unless your instructions tell the assistant what to write in the description, in which case the assistant writes it instead. Leave the description blank to always let the assistant write the summary. The Description editor supports rich text — bold, italics, underline, headings, lists, divider lines, and tables — and that formatting carries into the generated document exactly (see [Format descriptions and terms with rich text](/revenue/quotes/format-descriptions-and-terms-with-rich-text.md)). ## Starter Items A prompt template can also carry a list of starter Items — pricebook items, each with a quantity, kept in the order you add them (there's no reordering afterward — remove and re-add an item to move it). Every quote drafted with the template begins with those lines: each starter keeps its pricebook name, description, tax setting, and the effective price for that customer or property (custom pricing applies automatically). The assistant adds its own lines after them, and it only changes or removes a starter when your instructions explicitly say to. To add them, open a prompt template, pick items in the **Items** section, and set each quantity. Fractional quantities (like 1.5 hours) are allowed. The selected [quote document template](/administration/settings/choose-and-customize-your-quote-document-template.md) controls whether a quote includes items and pricing. Its **Include items and pricing** setting applies to manual and AI-generated quotes. Starter items are used only for quotes that include pricing. > **Where to find it:** Settings -> Quotes, Quote Prompt Templates (New prompt) ## Related guides * [Learnings for AI quote and invoice drafts](/administration/settings/learnings-for-ai-quote-and-invoice-drafts.md) * [Set up invoice prompt templates for AI drafting](/administration/settings/set-up-invoice-prompt-templates-for-ai-drafting.md) * [Choose and customize your quote document template](/administration/settings/choose-and-customize-your-quote-document-template.md) * [Create Terms & Conditions sets for quotes](/administration/settings/create-terms-and-conditions-sets-for-quotes.md) * [Add or edit a pricebook item](/administration/settings/add-or-edit-a-pricebook-item.md) * [Add the intake form to your website](/administration/settings/add-the-intake-form-to-your-website.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://learn.withessential.com/administration/settings/set-up-quote-prompt-templates-for-ai-drafting.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.