QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - QuoteCloud User Guide (Edge Edition) Version:2025 - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

User Guide Topics

 

Welcome to the QuoteCloud User Guide Topics Page! Here, you'll find comprehensive documentation covering all aspects of QuoteCloud, your ultimate solution for smart document generation and management.

Whether you're new to QuoteCloud or a seasoned user looking to explore advanced features, this user guide is your go-to resource for step-by-step instructions, helpful tips, and best practices. From creating stunning proposals and quotes to streamlining electronic signatures and managing collaboration, we've got you covered. Let's embark on this journey together to unlock the full potential of QuoteCloud and enhance your document workflow efficiency.

 

Document Editor - General Use

Creating a Two-Column (or Many Columns in a Row) Layout

Inserting Videos or YouTube Links into a Document

Making a Row Full Page Width (Toggle Switch)

Reordering Rows (Containers) and Columns in a Document

Basic Features

Add a Document Section

Add Recipients While Editing a Document

Creating New Pages in a Document

Edit Your First Document

How to Use an Anchor Link in Your Document

Manage Container Visibility

Manage Page Visibility

Show or Hide the Section Tabs in the Document Viewer

Container & Page Layout Features

Duplicating or Copy/Pasting a Row

Making a Row Full Page Width

Adding Images and Multi-Media

Adding Background Images to a Page

Dragging an Image File onto the Document

Adding an Image Gallery

Adding Images Inside a Text Block

Adding Images to Your Document

Embedding and Displaying Ad-Hoc PDF Files (Inline or as a Button)

Image Creation & Canva Editing

Apply Canva Backgrounds to Containers and Columns

Create a Page Background Using Canva

Create an Image Block Using Canva

Add Canva Images to a Gallery Block

Create and Embed a PDF Page with Canva

Margins, Padding, and Borders

Adjusting Left and Right Margins Using the Ruler and Page Settings

Setting margins, padding, and borders for content blocks (all types)

Formatting Price Table Totals Section

Setting Borders for Rows, Columns, and Content Blocks

Setting Margins, Padding, and Borders for Containers, Columns, and Content Blocks

Rows / Columns, Text Blocks & General Document Settings

Adding Columns to a Row and Inserting Content

Creating New Pages in a Document

Changing the Document Title

Creating a fixed-height page and adding a background image

Using the Text Editor widget

Inserting Data Items into Text Blocks

E-Signatures

Assigning a Recipient to E-Signature

Customising Your E-Signature Block

E-Signatures (Draw, Type, or Upload signature)

Edit a Recipient to an E-Signature

How to Add an E-Signature Block to Your Document

How to Sign an E-Signature Block as a Document Recipient

Making an E-Signature Required or Optional

Turning Pointer Option On or Off

What is an E-Signature Block?

Colour & Styling Backgrounds

Adding Background Images to a Column

Adding Background Images to a Container

Setting background colour for a column (Single and Multiple)

How to Add Background Colour for a Container

Adding background images to content blocks

Setting background colour for a content block

Set Page Background Colour in Documents

Container & Page Layout Tools

Duplicating or Copy/Pasting a Row

Making a Row Full Page Width

Formatting Content for PDF

Adding Page Breaks (for PDF export of Documents)

Adding PDF Page Header & Footers

How To Set A Container Height To Be Full Page (Based On The Page Size Being Used For PDF Format)

Document Security

Password Protect a Document

Additional Topics

Hiding Content in the PDF Format of Documents

Hide Document Content From a Recipient

How To Set A Container Height To Be Full Page (Based On The Page Size Being Used For PDF Format)

Gantt Chart Content Block

Gantt Charts - Introduction & Setup

Adding a Gantt Chart block to your document

Understanding the default structure of the Gantt Chart

What is the Gantt Chart content block?

When and why to use a Gantt Chart in sales documents

Gantt Charts - Customising the Appearance

Customising the Gantt Chart Layout to Fit Within a Page or Section

Expanding/Collapsing Task Groups or Phases

Gantt Charts - Tasks and Timeline Management

Add Tasks to a Gantt Chart

Creating task dependencies (e.g. Task B starts after Task A ends)

Editing task names, durations, and start/end dates

Spreadsheet Content Block

Spreadsheets - Introduction & Setup

Adding a Spreadsheet Content Block to Your Document

Selecting Cells, Rows, and Columns in a Spreadsheet

Resizing Column Widths and Row Heights in a Spreadsheet

Spreadsheets  - Entering & Managing Data

Adding Rows and Columns to a Spreadsheet Block

Deleting Rows and Columns from a Spreadsheet Block

Entering and Managing Data in the Spreadsheet Block

Formatting Cell Content in Spreadsheet Blocks

Merging and Unmerging Cells in Spreadsheet Blocks

Using Drag-to-Fill in the Spreadsheet Block

Using Formulas for Calculations in Spreadsheet Blocks

Spreadsheets - Styling and Formatting

Adding Borders to Cells or Cell Groups in a Spreadsheet

Applying Background Colour to Cells, Rows, or Columns

Changing Font, Colour, Alignment, and Background Colours in Spreadsheet Cells

Clearing Formats in the Spreadsheet Block

Duplicating or Copy/Pasting a Spreadsheet Row

Wrapping Text Within Spreadsheet Cells

Spreadsheets - Document Integration

Importing a Spreadsheet (.xlsx) into a Spreadsheet Block

Flowchart Content Block

Flowchart Content Block - Introduction & Setup

Adding a Diagram Content block to your document

Adding new shapes and nodes to the flowchart

Understanding the default flowchart layout and shapes

What is the Diagram Content Block?

Flowcharts - Creating & Editing Flowcharts

Connecting shapes with arrows and lines

Editing shape text and styles (colour, font, size)

Moving, resizing, and deleting shapes and connectors

Flowcharts - Customising Appearance

Adding Borders to Cells or Cell Groups in a Spreadsheet

Applying Background Colour to Cells, Rows, or Columns

Changing Font, Colour, Alignment, and Background Colours in Spreadsheet Cells

Clearing Formats in the Spreadsheet Block

Duplicating or Copy/Pasting a Spreadsheet Row

Wrapping Text Within Spreadsheet Cells

Disclaimer

The information contained in this user guide is provided for general informational purposes only. While every effort has been made to ensure the accuracy and completeness of the content, QuoteCloud makes no warranties, express or implied, regarding the reliability, suitability, or availability of the software or any information, products, services, or related graphics contained in this guide for any purpose.

Use of the QuoteCloud software and any reliance you place on the information in this guide is strictly at your own risk. QuoteCloud shall not be liable for any direct, indirect, incidental, or consequential loss or damage arising from the use of, or inability to use, the software or this documentation.

QuoteCloud reserves the right to modify the software and/or this guide at any time without prior notice. It is the user’s responsibility to ensure they are using the most current version of the documentation.

This guide may reference third-party products or services for integration or compatibility purposes. Any such references do not constitute an endorsement, and QuoteCloud is not responsible for the content, functionality, or support of these third-party solutions.

For specific support, please contact QuoteCloud via our official support channels.

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