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.
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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.
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.
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.
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.
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.Â
Related User Guide Topics
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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.
Rows and Column in the Sales Quote Editor
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The Sales Quote Editor provides the option to split a row into multiple columns, this feature makes it easy to format content side by side.
Billing and Payment Details
13 Mar 2022
To update the credit card details for your QuoteCloud Subscription fees
Get Email Support
13 Mar 2022
If you have questions or encounter a problem when using QuoteCloud to create your sales quotes, you can ask for support.
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13 Mar 2022
Setting the Default Email Message when Sending Sales Quotes
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Inserting Ad-Hoc Images
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If you want to insert or embed an ad-hoc PDF file into your sales quote, it is very simple. Learn how this is done.
Inserting Text Blocks
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QuoteCloud allows you to add and edit text (content) blocks in your sales quote very simply. Learn how this is done.
Creating Sections
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The left hand column of the Sales Quote Editor shows all the current sections of your sales quote. A section is like a chapter and you can have as few or as many as you choose.
Uploading Your Company Logo
13 Mar 2022
Your company logo is an important part of your sales quote branding, and can appear in your email message content when sending sales quotes to customers.
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
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Learn the essential features in the Sales Quote Editor
Creating Your First Proposal
13 Mar 2022
QuoteCloud makes creating sales quotes easy. Use this getting started guide to create your first sales quote.
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 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
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. Â
How to Duplicate a Row in the Sales Quote Editor
13 Mar 2022
When building your sales quote, sometimes you may have content sections that you wish to duplicate to save having to format the layout each time. This can be done by cloning a row.
How To Adjust The Date Display Format For Your Company
13 Mar 2022
QuoteCloud provides the flexibility to change the date format to be able to suit your preferences and locale defaults. These settings are reflected in the Sales Quotes themselves as well as in the user interface of QuoteCloud generally.
Creating a Sales Quote from a PowerPoint, Word, PDF, or Image File
13 Mar 2022
To allow companies to seamlessly transition previously designed proposals or templates to QuoteCloud, you are able to upload documents in PowerPoint, Word, PDF, and image formats directly. Once uploaded, the document can be edited as a template and in the Sales Quote Editor.Â
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13 Mar 2022
Copying and pasting into QuoteCloud is very much similar to the majority of other programs out there. You are able to paste with original formatting, or paste as plain text.
Using Your Own Email Address To Send Sales Quotes From QuoteCloud Using Amazon Simple Email Service
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To help make your sales quotes as presentable and descriptive as possible, QuoteCloud offers the ability to include images within your sales quotes. These can be your own images you upload, or images selected from a wide range of stock footage made available through the Unsplash integration with QuoteCloud.
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
How To Login To QuoteCloud
10 Mar 2022
QuoteCloud is a web based product, to access the QuoteCloud software you must use a current and up-to-date Web Browser for the best user experience. Preferred web browsers include Google Chrome, Safari, and Microsoft Edge.