Help Centre

Introduction to Commentary Templates

Commentary templates allow you to insert customisable text blocks into your quotes, significantly enhancing their personalisation. This feature saves you from manually typing out "free text" for each quote, allowing for a selection from a variety of pre-set templates configured in the Settings panel.

Creating Commentary Templates

1. Navigate to Settings and select Commentary Templates
2. Click "Add New Template"
3. Choose the template type (Introduction, Event Format, Menu, Beverages, Equipment, Staff, or Terms & Conditions)
4. Give your template a descriptive name
5. Write the template content using the rich text editor
6. Save your template

Default Templates

To help you hit the ground running, your account is preloaded with a default set of commentary templates. These are designed to cover a broad range of typical use cases and can be used as-is, edited, or deleted according to your specific needs.

Using Commentary Templates in Quotes

1. When creating or editing a quote, navigate to the commentary sections
2. Click on the template selector for the section you want to add commentary to
3. Choose from your saved templates or write custom text
4. The selected template will be inserted into your quote
5. You can further edit the text if needed for this specific quote

Benefits of Using Commentary Templates

• Time Saving: Quickly add detailed descriptions without typing them each time
• Consistency: Maintain consistent messaging across all your quotes
• Professionalism: Well-crafted templates enhance the quality of your quotes
• Flexibility: Customise templates for different event types or customer segments