A document editor made for your thumb
The touch editor shows the real pages of your quote or proposal and keeps every tool in one sheet below them, so you can make changes on a phone or tablet without squinting at a desktop layout.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's touch editor opens automatically on phones, touch tablets and narrow windows. The page you see is the page your client sees. Tap a block to select it, tap again to type, and use the sheet below to change content, style and layout. Edits save as you go, with Undo and Redo.
Last reviewed by the QuoteCloud team
Illustration with sample data: the touch editor on a phone shows page 2 of Ridgeline Trade Services' split-system quote. Tapping the scope text puts an orange ring around it and the sheet shows the path Page 2, Section, Column, Text with Content, Style and Layout tabs. Tapping again brings up the keyboard with a format row. Tapping the pricing table shows its total in the sheet, and the Layout tab offers Move up, Move down, Duplicate and Delete.
Illustration · sample data
What's on the screen?
Three parts, always in the same places.
The page
Your document as the client sees it. Pinch or double-tap to zoom; fit-to-width never goes above 100%. Forms and signature boxes stay inactive while you edit.
The top bar
Back, the document's title, the save state (Saved, Saving, Offline or Not saved), which turns into the green Send button, and Undo and Redo.
The sheet
At rest it shows the tools: Insert, Pages, Data, Theme and More. Select something and it shows that block's Content, Style and Layout tabs at a peek, half or full height.
Tap once to select, twice to type
A tap selects the block under your finger and draws an orange ring with its name. The sheet's path, such as Page 2 › Section › Column › Text, lets you step out to the column, section or page. Tap the text again and the keyboard comes up with a format row on top.
Pans, pinches and the second tap of a double-tap never select by accident.
- Layout tab: Move up, Move down, Move… to pick a new place, Duplicate, Save to content library, Delete.
- A toast confirms each change, with Undo.
- Swipe the sheet down to close a view or clear the selection.
Illustration with sample data: the touch editor on a phone shows page 2 of Ridgeline Trade Services' split-system quote. Tapping the scope text puts an orange ring around it and the sheet shows the path Page 2, Section, Column, Text with Content, Style and Layout tabs. Tapping again brings up the keyboard with a format row. Tapping the pricing table shows its total in the sheet, and the Layout tab offers Move up, Move down, Duplicate and Delete.
Illustration · sample data
Add blocks and products without leaving the page
Insert puts a slot on the page where the new block will go. Drag it, tap a gap, or nudge it up and down, then pick a block, or a saved section from your content library. In a pricing table, Add product pulls items from your product library.
Pricing tables on your phone Pages and blocksIllustration with sample data: adding a product from the product library to Ridgeline Trade Services' switchboard quote on a phone. Add product opens a searchable list by category; tapping Surge protection device adds it to the table with a toast, and the total rolls. Tapping the new line and Adjust line item opens Discount, Markup and Margin tabs; a 10% discount on the whole line shows to the customer as a strikethrough, with a preview of what the customer will see.
Illustration · sample data
Open your next quote on your phone
Start a free 14-day trial, sign in on your phone and tap Edit on any document.
Which blocks can you edit on a phone?
Every block shows exactly as it will on the page. Four kinds have their own touch editors.
Full touch editing
Text, images and galleries, pricing tables, and the settings of pages, sections and columns.
Add, move, duplicate, delete
Every other block, from FAQs and forms to spreadsheets, Gantt charts and videos. Their content is edited on a larger screen: on a tablet you can switch to the classic editor from More.
On a tablet, the tools move beside the page
On a phone or a tablet held upright, the tools live in the sheet at the bottom. Full screen on a large tablet, the toolbar becomes a bar floating at the bottom and the sheet becomes a panel at the side of the page. Drag it to the left or right edge and pull its inner edge to make it wider; the page refits beside it.
With a keyboard attached, the usual shortcuts work: undo, redo and save. On a touch tablet you can also switch to the classic editor from More, and back again from its View menu. Unsaved edits and undo history carry across.
What happens if the signal drops?
Out on a job, connections come and go. The editor is built for it.
Saves as you go
Edits save automatically, and the open text is saved when you leave the page or switch apps. Back waits for the save to finish.
Offline, then back
If the connection drops, the save state shows Offline and edits wait on the phone. Send waits until you're back online. Opening a document needs a connection.
One editor at a time
If a colleague is editing, you see their name and view the document. If you left it open on your laptop, Continue here moves the editing to your phone.
More of QuoteCloud Mobile
Every part, each with a phone you can tap.
- Edit text and data items on your phoneType straight onto the page, format with a thumb-sized toolbar and drop in data items.
- Edit pricing tables on your phoneChange a quantity on site and watch the total roll. Add items from your library, set discounts and options.
- Add photos to a quote from your phoneTake a photo or pick one from your library, position and zoom it and give it alt text, inside the document.
- Pages and blocks on a small screenSee every page at once, drag to reorder, and add, duplicate or remove pages and blocks.
- Send a quote and get it signed from your phoneEmail it, share the link, or hand your phone over and sign in person.
- The mobile document dashboardSearch, filter by status, pin what matters and act on any document from one drawer.
- Contacts, messages and notificationsYour address book, document conversations and alerts, each one tap away.
- Account settings on your phonePeople, roles, teams, email, automation, add-ons and developer settings, in a familiar settings stack.
- Plans and billing on your phoneChange plan, pay by card or bank transfer, and check invoices and usage.
- Getting started with QuoteCloud MobileWhere to sign in, which browsers work, and your first edit from the phone.
- FAQStraight answers about editing, sending and running QuoteCloud from a phone.
Questions about the touch editor
How do I open the touch editor?
Tap a document on the mobile dashboard, then Edit. The same editor link opens the touch editor by itself on phones, touch tablets and narrow browser windows, so you never choose a separate app or address.
Can I undo a change on my phone?
Yes. Undo and Redo sit in the top bar, and most changes also show a toast with Undo. They share their history with the full editor, so nothing is lost if you switch.
Is the page on my phone the same as what my client sees?
Yes. The editor draws each page with the same renderer your recipients' view uses, so layout, fonts and pricing appear as they will for your client.
Can I use the touch editor on an iPad or Android tablet?
Yes. On a touch tablet the same link opens the touch editor. Full screen on a large tablet, the toolbar floats at the bottom and the tools open in a panel beside the page that you can drag to either side.
What if someone else is editing the same document?
You see who is editing and can view the document. Where you're allowed, Take over moves the editing to you. Locks also stop two people changing the same block, section or table cell at once.
Edit your next quote on the spot
Start a free 14-day trial and open any document on your phone.