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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!

 

FAQs: Edit Your First Document

What is the "Edit Your First Document" tutorial about?

This feature provides a hands-on tutorial guiding users through editing their first QuoteCloud document—showing how to update text, adjust pricing tables, replace images, and customize styling for a polished, branded proposal. 

What editing capabilities are highlighted?

The tutorial covers essential editing actions such as:

  • Updating text content

  • Modifying pricing tables

  • Swapping out images

  • Applying style changes to reflect your brand

Where can users access this tutorial?

The tutorial is part of the Edge Edition User Guide. Users subscribed after October 1, 2024, should use the Edge Edition login to access these resources. 

Is there a video component included?

Yes—the guide page includes a video (likely embedded under “Getting Started video”) that visually walks users through the document editing process. 

What kinds of content does the tutorial aid in editing?

It helps you refine core document elements including:

  • Text blocks and headings

  • Pricing and quotation tables

  • Images and visual components

  • Design elements such as fonts, colors, and layout

Why should new users start here?

This tutorial is a beginner-focused starting point—it provides a structured introduction to the document editor’s foundational controls, making it ideal for onboarding and learning how to finalize professional proposals. 

 


Quick Reference Table

QuestionAnswer
What is this tutorial?A practical guide to editing your first QuoteCloud document
Key editing functionsText, pricing tables, images, styling
Where available?In the User Guide for the Edge Edition (post-Oct 1 2024 subscribers)
Video included?Yes—a tutorial video is embedded on the page
Content types coveredText, tables, images, overall style
Best for newly onboarded usersOffers a smooth introduction to essential editing tools