undefined - How To Change The Document Title And Sub-Title In A Sales Quote - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

How To Change The Document Title And Sub-Title In A Sales Quote

To alter the title (and sub-title) or your sales quote can be done within the Sales Quote Editor a couple of ways:

  1. Directly by clicking the title at the top of the screen
  2. By bringing up the Cover Page settings by clicking More

Both of these processes are outlined in the steps below:

The simplest way to edit the document title is by double-clicking the top bar in the Sales Quote Editor.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Change The Document Title And Sub-Title In A Sales Quote - illustration 1b2f4846-5dcb-470e-b809-ed41a64a6157

From here you will be able to directly edit the Title (and Sub-Title) of your sales quote.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Change The Document Title And Sub-Title In A Sales Quote - illustration 7b88d29d-f188-4b99-9249-7a62b7d2a472

The second way is by clicking More in the right-hand menu. 

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Change The Document Title And Sub-Title In A Sales Quote - illustration cfa285ab-c77b-44e1-ba95-5823846e05be

Then select Cover Page from the options list. 

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Change The Document Title And Sub-Title In A Sales Quote - illustration 51b159e1-6215-46bc-ae16-569a033ec204

From the Cover Page options, you can edit the Title and Sub-Title, along with other cover page settings.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Change The Document Title And Sub-Title In A Sales Quote - illustration ff5dd2c0-d850-4a9e-be5b-678162024fa8

Related User Guide Topics

How To Change The Document Title And Sub-Title In A Sales Quote
How To Change The Document Title And Sub-Title In A Sales Quote
13 Mar 2022
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
How to Make a Row Full Page Width (Toggle Switch)
How to Make a Row Full Page Width (Toggle Switch)
13 Mar 2022
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.  
How to Duplicate a Row in the Sales Quote Editor
How to Duplicate a Row in the Sales Quote Editor
13 Mar 2022
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.
Creating Sections
Creating Sections
13 Mar 2022
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.
Inserting Text Blocks
Inserting Text Blocks
13 Mar 2022
QuoteCloud allows you to add and edit text (content) blocks in your sales quote very simply. Learn how this is done.
Inserting/Embedding Ad-hoc PDF Files
Inserting/Embedding Ad-hoc PDF Files
13 Mar 2022
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.