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Edit Your First Document
Dive into editing with ease—learn how to make changes to your first QuoteCloud document in this hands-on tutorial. You’ll see how to update text, adjust pricing tables, swap out images, and apply styling to match your brand. Watch now to master the essential editing tools and polish your proposal before sending!
Frequently Asked Questions
What is the "Edit Your First Document" tutorial about?
The "Edit Your First Document" tutorial is a hands-on guide that walks new QuoteCloud users through making basic edits to their first document. It covers updating text, tweaking pricing tables, swapping images, and applying styling so your proposal looks polished and on-brand.
What editing capabilities are highlighted in the tutorial?
The tutorial highlights core editing actions in the QuoteCloud document editor: updating text blocks and headings, modifying pricing and quotation tables, replacing or uploading images, and adjusting design elements such as fonts, colors, and layout.
Is there a video component included with the guide?
Yes. The page includes a "Getting Started" video that visually walks you through the document editing process so you can watch each step in action while following along in the editor.
What kinds of content does the tutorial help me edit?
The tutorial helps you refine all main components of a QuoteCloud document: text and headings, pricing and quotation tables, images and visual elements, and overall design features like typography, color schemes, and layout.
Why should new users begin with this tutorial?
This tutorial is designed for beginners and provides a structured introduction to the editor’s foundational controls. It shortens onboarding time and helps you confidently finalize professional proposals using QuoteCloud’s sales quoting and proposal software tools.
How do I replace images or update pricing tables in my first document?
To replace an image, click the image element in the editor and use the image toolbar to upload a new file or choose one from your library. To update a pricing or quotation table, select the table, edit line items, quantities, or unit prices, and confirm any automatic calculations. These steps let you quickly customize quote software elements so your proposal reflects accurate pricing and visuals.
Can I apply my brand styles (fonts, colors, layout) using the editor?
Yes. The document editor lets you change fonts, colors, and layout to match your brand. Use the styling controls to apply themes or custom settings so every proposal created with QuoteCloud — your sales proposal software — appears consistent and professional.
How do I finalize and send a polished proposal after editing?
After editing, preview the document to check layout and pricing, save your changes, then export or send the proposal directly from the platform. Use the preview and branding checks to ensure the final document looks professional before delivery to the client.