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01 · Cover Page1 / 8
Page 1 of 8: Cover Page
Page background

Welcome to

QuoteCloud

Let's get you familiar with QuoteCloud Editor

Double Click into this box, and select any text above and make it Italic, Bold, or change the color with the help of navigation bar located at the top of the page

02 · Add Content Blocks2 / 8
Page 2 of 8: Add Content Blocks

Quick Guide to Adding Content Blocks

In QuoteCloud, everything is built using blocks. Blocks let you add text, images, videos, pricing tables, galleries, and more.

Try it now:

  1. Hover your mouse between blocks.

  2. Click the + button that appears.

  3. Choose a block from the menu — try adding a Text Block or Image Block.

Tip:
You can drag blocks using the 6 dots on the left side to reorder them.

The in-built Unsplash let you choose from thousand of images collection by using image block

03 · Pricing Table3 / 8
Page 3 of 8: Pricing Table

Adding Pricing Table

In QuoteCloud, the Pricing Table is a powerful block designed to streamline your product selection, pricing structure, and quote presentation, all in one place.

Try adding your pricing table now! Hover over this container here, and add the pricing table by pressing the ( + ) button, and select Pricing Table.

04 · PDF4 / 8
Page 4 of 8: PDF

Adding a PDF to Your Quote

Need to add a PDF file to your quote? Easy!

Why Add a PDF?

  • Provide extra detail without cluttering your main quote

  • Attach official documents (legal, compliance, forms, etc.)

  • Keep your proposal professional and complete

  • Add downloadable resources for clients to review anytime

Smart & Client-Friendly

QuoteCloud automatically:

  • Stores your PDF securely

  • Displays a Embedded / Attachment PDFs

  • Ensures compatibility across all devices

  • Keeps attachments neatly organized in your proposal

If you regularly use the same PDF (like Terms & Conditions), save it in your Content Library so you can reuse it with one click. What is Content Library? Move on to Next Page to find out what is Content Library

05 · Content Libraries5 / 8
Page 5 of 8: Content Libraries

Reuse Content & Pre-built Blocks

QuoteCloud’s Content Library stores reusable:

  • Pages

  • Images

  • Text Blocks

  • Pricing Tables

  • Attachments

Tip:
To save time, create reusable content for future proposals.

06 · Recipient6 / 8
Page 6 of 8: Recipient

Add Recipients to receive your quote

While you’re building or editing a document in QuoteCloud, you can immediately define who will receive, review, or sign the document. Recipients aren’t added only when you send, you can assign them ahead during editing. Go ahead and try add recipient, find this icon on the right-hand sidebar

07 · E-sign7 / 8
Page 7 of 8: E-sign

Add E-Signature Block

Add an e-signature block to your document in QuoteCloud, allowing you to insert signature fields quickly and ensure smooth, professional signing.

E-Signatures in QuoteCloud are more than just a digital way to sign documents, they streamline your entire approval process, reduce delays, and help you close deals faster with full legal compliance. Try it now!

08 · Discover More8 / 8
Page 8 of 8: Discover More

Discover More on QuoteCloud

Book a demo or access our user guide if you want to learn more

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About this template

How this document works

The 8 pages cover Cover Page, Add Content Blocks, Pricing Table, PDF, Content Libraries, Recipient, E-sign and Discover More. Start from this document, add your logo, prices and terms, then send it as a live link.

Questions

Before you start

Is this getting started! template free?

Yes. Start a free 14-day QuoteCloud trial, no credit card needed, and the template opens ready to edit with your company details and logo.

Can I change the branding and sections?

Everything is editable: colours, fonts, images, page order and every section of text.

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