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:
- Directly by clicking the title at the top of the screen
- 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.
From here you will be able to directly edit the Title (and Sub-Title) of your sales quote.
The second way is by clicking More in the right-hand menu.Â
Then select Cover Page from the options list.Â
From the Cover Page options, you can edit the Title and Sub-Title, along with other cover page settings.
Related User Guide Topics
Add background solid colour to Rows and Columns
13 Mar 2022
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.
Add background images to Rows and Columns
13 Mar 2022
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.
Show/Hide Price Table Totals
13 Mar 2022
When you create a price table in a sales quote, you are able to hide unwanted columns and price table totals, along with a number of other settings available for sales quote price tables.
Inserting Spreadsheets into a Sales Quote
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 Ad-Hoc Images
13 Mar 2022
With QuoteCloud, you can insert ad-hoc images into a sales quote anywhere you choose. Learn how this works
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.