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.

Then select Cover Page from the options list.

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

Related User Guide Topics

Adjusting Fonts and Colours in a Template or Sales Quote
12 Mar 2022
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.

Moving Content Blocks (Drag & Drop)
12 Mar 2022
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

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.