Templates are one of the most powerful features in Hoops.
By combining:
you can create completely different workflows and customer experiences for different types of orders.
This guide shares common and creative template ideas to help you build workflows that match how your business actually operates.
SalesDoc Template Ideas
Quote – Accept & Pay
Best for:
Small to medium orders
Fast-moving sales
Customers paying by credit card
Common setup:
Accept & Pay enabled
Rolled-up pricing
Quote – Accept Only
Best for:
Large-value quotes
Orders where bank transfer is preferred
Avoiding large credit card fees
Common setup:
Accept enabled
Online payment disabled
Bank transfer instructions included
Terms requesting EFT payment
Quote – Schools & Government
Best for:
Schools
Government departments
Purchase-order-based workflows
Common setup:
30 or 60-day terms - you may want a template for both:
Quote - Schools - 30 Days
Quote - Schools - 60 Days
Formal terms & conditions
Accept without payment
Quote – Rolled-Up Pricing
Best for:
Cleaner customer-facing quotes
Hiding internal cost breakdowns
Common setup:
Rolled-up pricing
Averaged pricing
Minimal descriptions
Simplified customer view
Estimate / Concept Proposal
Best for:
Early-stage quoting
Brainstorming ideas with customers
Collaborative sales conversations
Common setup:
No payment
No accept button
Comment-only workflow
Comment Button renamed to something like:
“Tell Us What You Like”
Wholesale / Distributor Quote
Best for:
Trade customers
Resellers
Distributor relationships
Common setup:
Itemized pricing
Variant pricing
Quantity-based pricing visibility
Trade payment terms
Internal Approval / Draft
Best for:
Internal quoting workflows
Approval before customer release
Sales team collaboration
Common setup:
No customer actions
Internal-only notes
Draft branding or placeholders
Comment workflows enabled
Get Creative!
Most advanced Hoops users create many templates with the same Document Type.
The power comes from:
Different workflows
Different payment settings
Different pricing structures
Different customer experiences
Different status workflows
all hidden behind a clean, consistent customer-facing document name.
For example:
A Quote – New Customer template might automatically save with the SalesDoc status set to
New CustomerA Quote – Repeat Customer template might automatically save with the status
Repeat Customer
This can help with:
Workflow automation
SalesBoard filtering
Customer segmentation
👉 See the SalesDoc Status Settings guide for more information on configuring status workflows within templates.
SalesPresentation & SalesStore Template Ideas
Corporate Style
Best for:
Professional proposals
Enterprise customers
Clean branded presentations
Common setup:
Header block enabled
Footer block enabled
No Title block
Fun / Promotional Style
Best for:
Campaigns
Merchandise launches
Creative industries
Common setup:
Large Title block
Customer logo in Title
Your logo in Footer
Bold colors and imagery
Mix & Match Your Settings
Every setting in Hoops templates can be combined differently.
There is no single “correct” template structure.
The goal is to create:
The right workflow
The right customer experience
The right pricing presentation
The right approval and payment process
for each type of customer or sales opportunity.
💡 Pro Tip
Most advanced Hoops users create many templates—even if several are all technically “Quotes” or "Presentations".
The template name is less important than the workflow it creates behind the scenes.