undefined - Rows and Column in the Sales Quote Editor - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Using Rows and Columns in the Sales Quotes Editor


The Sales Quote Editor allows splitting a row into multiple columns; this feature makes it easy to format content side-by-side.

NOTE: The Rows and Columns feature was introduced to QuoteCloud in February 2020; content created before this release will not show the Rows and Columns. However, you can edit a sales quote template or sales quote document to copy and paste text content into a Row, allowing you to make use of the features offered by Rows and Columns.

 

Rows and Columns Tool Bar

Edit or create a sales quote (or sales quote template) so that you are using the Sales Quote Editor.

Click on the + button and then select Row.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration 87358bcb-0e49-483d-8e0e-8a134d81690e

Now insert a content block (in our case, we will use a text block; however, video or image will have the same result in creating a Row with a Single Column).

You will see a new content block inside a Row, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration b847f651-3f75-4c25-9641-99c1a3fbcc55

To split a Row into more than one column, hover on content block and click on the menu button (circle with three vertical dots) as highlighted below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration d0ce2995-7405-4607-8c99-599f0a3aeeb8

To split a Row into more than one column, click on the Column tab, then select the relevant Column icon to change the number of columns, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration 0c77957a-cbc2-4f00-8485-342017450aa9

We have selected two columns in the below example.

While you hover over a Row, the toolbars for each column will appear. Use the Insert buttons (plus icon in a circle or the Add Widget button if the column is empty) to add content blocks into each column as desired. 

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration 3911d9bc-7ce9-426b-8a47-6d03df3f75b0

Related User Guide Topics

Creating Your First Proposal
Creating Your First Proposal
13 Mar 2022
QuoteCloud makes creating sales quotes easy. Use this getting started guide to create your first sales quote.
Introducing The Sales Quote Editor
Introducing The Sales Quote Editor
13 Mar 2022
Learn the essential features in the Sales Quote Editor
Previewing & Sending Sales Quotes
Previewing & Sending Sales Quotes
13 Mar 2022
Once you have finished creating a sales quote, you need to take a look at how this will look when the customer views it, and of it looks great then send to your customer
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
Paying an overdue subscription invoice
Paying an overdue subscription invoice
13 Mar 2022
QuoteCloud is provided on a monthly or annual subscription service, along with additional extension subscriptions charged on the specific extension payment terms. For ease of use, subscription payments are debited from the payment method setup in your company account payment settings. If for some reason a payment is missed or bounces, the Account Administrator will receive a notification for the outstanding payment.
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.