I want to make sure we're on the same page, refcoolrooms.

Are you trying to edit a quote template? If so, you can follow these steps:

1. Click the Gear icon located in the upper right-hand corner.
2. Under Your Company, click Custom Form Styles.
3. From the Custom Form Styles page, click the Edit link of the quote template.
4. Customise the Design, Content, Emails, and Payments of your quote template.
5. Click Done.

I'm also adding this article on how to customise your invoices, quotes, and sales receipts.

I will look forward to any additional questions you have about quotations in QuickBooks. Have a great day!