Templates overview

A template is the recipe Quotespan uses to compute a price. Once you have a template you can build saved quotes from it and publish a public form so customers can self-serve.

Anatomy of a template

• Dimensions — the numeric inputs the customer (or you) enter, e.g. fence length, wall height, square footage.
• Derived dimensions — values computed from other dimensions using a formula (see the Dimensions & derived values page).
• Categories — line items in the price. Materials are consumable categories; labor add-ons and features are feature categories.
• Variants — the choices inside a category, each with a price and an optional capacity.
• Conditional rules — show / hide a category or a variant based on a dimension value.
• Labor — flat fee or per-dimension rate.
• Waste % applied to materials, and Markup % applied to the whole job cost.
• Customer display config — what the customer sees on the public form (price visibility, branding, lead fields).

Editing a template

Open /admin/templates and click any row to edit. The editor has five tabs:

1. Basic — name, trade, description.
2. Inputs — dimensions and derived values.
3. Items — categories and variants (materials and features).
4. Labor — labor rate model.
5. Share & embed — public form configuration, slug, branding, embed snippet.