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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.

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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.

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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.

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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.

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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. 

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