Creating Tags for Contacts

Here you can set all the font face, size and colors used in sales quotes for each type of text element, ie body text, headings, section titles etc.

As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks

A feature of rows and columns in the Sales Quote Editor is the ability to set a solid background colour or image behind content contained in a row or column.  This user guide topic covers the background colour feature of rows and columns.

A feature of rows and columns in the Sales Quote Editor is the ability to set a background image behind content contained in a row or column.  This user guide topic covers how to add a background image in a row and column.

Setting the Default Email Message when Sending Sales Quotes

QuoteCloud allows you to add and edit text (content) blocks in your sales quote very simply. Learn how this is done.

If you need to resend a sales quote to a customer or forward to more customer contacts, follow these instructions

With QuoteCloud, you can insert ad-hoc images into a sales quote anywhere you choose. Learn how this works

If you want to insert or embed an ad-hoc PDF file into your sales quote, it is very simple. Learn how this is done.

QuoteCloud allows you to add and edit text (content) blocks in your sales quote very simply. Learn how this is done.

The left hand column of the Sales Quote Editor shows all the current sections of your sales quote. A section is like a chapter and you can have as few or as many as you choose.

Once you have finished creating a sales quote, you need to take a look at how this will look when the customer views it, and of it looks great then send to your customer

To alter the title (and sub-title) or your sales quote, this can be done within the Sales Quote Editor a couple of ways by following these steps

QuoteCloud provides a full range of formatting options to adjust design and formating of your sales quotes. Sometimes you might want to extended a row to the edge of the page. For example, you may add a background image or colour to a row, and would like this to extended right to the edge of the page so there is no white space on the left and right.  

When building your sales quote, sometimes you may have content sections that you wish to duplicate to save having to format the layout each time. This can be done by cloning a row.

QuoteCloud provides an easy method to create a link to your sales quote for customers or colleagues to open the document. Your sales teams can share a sales quote before being finalised to confirm specific details etc. with other team members or as a tentative document with the client.  If you are sending your sales quote to your customer, you may choose to email the link to your document by a difference email account, SMS or other types of communication method.

To restrict a document from being viewed multiple or being shared among other people, setting a limit to the number of times the document can be viewed can be a very useful security option.

Providing access to a proposal document is a necessity, however, ensuring this is done securely is imperative. To restrict a document from being viewed after a certain date and time, this can be set through setting the security options for a shared link.

To help make your sales quotes as presentable and descriptive as possible, QuoteCloud offers the ability to include images within your sales quotes. These can be your own images you upload, or images selected from a wide range of stock footage made available through the Unsplash integration with QuoteCloud.