Edit text on the page, from your phone
Tap a text block twice and type where the words are. The page updates as you go, and a slim format row rides on top of the keyboard.
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In QuoteCloud's touch editor, tap a text block to select it and tap again to type on the page. A format row above the keyboard has Bold, Italic, Underline, Bulleted List, Link and {} Data for inserting data items. The Style tab sets headings, alignment, text colour and spacing.
Last reviewed by the QuoteCloud team
Illustration with sample data: editing the welcome text of Halden Climate Co.'s ducted air conditioning proposal on a phone. The text block is selected, then typed in place with the keyboard and a format row of Bold, Italic, Underline, Bulleted List, Link, Data and Done. Tapping Data opens the Data Items list and inserts the Site address item into the sentence. The Style tab offers Paragraph and Heading 1 to 4, alignment, text colour and spacing.
Illustration · sample data
How do you change the wording on a phone?
Tap the text
An orange ring shows which block you picked.
Tap it again
The keyboard comes up and you type on the page itself.
Format as you go
Bold, Italic, Underline, a bulleted list or a link from the row above the keys.
Tap Done
The text saves with the rest of the document.
Data items, one tap from the keyboard
Halden Climate Co.'s proposals carry data items such as the site address and the number of zones. While typing, tap {} Data, pick Site address, and it goes into the sentence. On the client's copy it reads as the address itself.
The Data tool in the toolbar lists every data item in the document with its current value, so you can check what the client will see.
Custom data items: Essentials plan and up
Sample business from our HVAC pages. Values are fictional.
Illustration with sample data: editing the welcome text of Halden Climate Co.'s ducted air conditioning proposal on a phone. The text block is selected, then typed in place with the keyboard and a format row of Bold, Italic, Underline, Bulleted List, Link, Data and Done. Tapping Data opens the Data Items list and inserts the Site address item into the sentence. The Style tab offers Paragraph and Heading 1 to 4, alignment, text colour and spacing.
Illustration · sample data
What can you change in the Style tab?
Select the words first, then style them.
Text format
Paragraph or Heading 1 to Heading 4.
Alignment
Left, center, right or justified.
Text colour
Default, your theme colour or one of eight presets.
Line spacing
Single, 1.15, 1.5 or double.
Paragraph spacing
Add or remove space before and after a paragraph.
Links
Link words to a web page, an email address, a phone number or an anchor in the document.
Fix the wording before you hit Send
Start a free 14-day trial and edit any text block from your phone.
What does text editing on a phone leave out?
Numbered lists, strikethrough, highlight, and font and size changes are made on a larger screen, as are fonts and colours for the whole theme. Images go in their own image or gallery blocks rather than inside the text. Insert adds new text blocks wherever you need them.
More of QuoteCloud Mobile
Every part, each with a phone you can tap.
- The touch document editorThe same document, laid out for touch: tap a block and a sheet slides up with everything you can change.
- 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 editing text
Can I type straight onto the page?
Yes. Tap a text block once to select it and again to start typing. You edit the words in place on the page, and the page updates as you type.
Can I insert data items from my phone?
Yes. While typing, tap {} Data above the keyboard and choose a data item; it goes in where the cursor is. The Data tool lists every data item in the document with its current value. Custom data items are on the Essentials plan and up.
Can I add links on my phone?
Yes. Select the words and tap Link to link to a web address, an email address, a phone number or an anchor in the document. Edit Link changes it later, and Remove Link takes it off.
Can I make headings on a phone?
Yes. The Style tab sets a paragraph or Heading 1 to 4, alignment, text colour, line spacing and space before or after paragraphs.
Get the words right wherever you are
Start a free 14-day trial and open a proposal on your phone.