1
Open Company Settings
From the left sidebar navigation menu, click Company Settings to access dashboard configuration options.
Change Create Document Button Behaviour in Dashboard
Learn how to configure the Create Document button in your QuoteCloud dashboard. You can set it to ask which type of document to create, open a specific template, start from a blank document, or automatically use your company’s default template.
Change Create Button Options in Dashboard
Learn how to customize the behavior of the Create Document button in the dashboard to match your preferred document creation workflow.
Steps to configure Create Document button options
2
Navigate to Preferences
Open the Preferences tab within the Company Settings page.
3
Locate Dashboard Options
In the Dashboard Options section, find the Create Document Button Action dropdown menu.
4
Review available button actions
Choose how the Create Document button behaves by selecting one of the available options: Ask when clicked, Choose Template, Blank Template, or a predefined Company Template.
5
Select Ask when clicked
Choose Ask when clicked if you want users to be prompted each time they click the Create Document button.
6
Test the Ask when clicked option
Return to the dashboard and click Create Document. A prompt will appear asking which action or template the user wants to use.
7
Select Choose Template
Change the dropdown option to Choose Template to open the template selection modal automatically.
8
Test the Choose Template option
Click Create Document from the dashboard to open the template gallery and select a document template before creating a document.
9
Select Blank Template
Choose Blank Template if you want the Create Document button to immediately open a new blank document editor.
10
Test the Blank Template option
Click Create Document from the dashboard to confirm that a blank document opens instantly.
11
Select a Company Template
Choose a predefined company template from the dropdown list to automatically launch that template whenever the Create Document button is clicked.
12
Test the Company Template option
Return to the dashboard and click Create Document to verify that the assigned company template opens automatically.
Frequently Asked Questions
What options can I select for the Create Document button in the QuoteCloud dashboard?
The Create Document button has four behaviours you can choose from: Ask When Clicked (prompt the user each time), Choose Template (open a template selector), Blank Template (start a new blank document immediately), and Company Template (automatically create from a designated company default template). These options let you tailor new document flows for your sales quoting software and proposal software workflows.
How do I configure the Create Document button in my QuoteCloud dashboard?
Open your QuoteCloud dashboard settings and look for the Create Document button preferences. Select one of the four behaviours (Ask When Clicked, Choose Template, Blank Template, or Company Template) and save your changes. The setting controls how users begin new quotes and proposals created with your quote software or proposal software.
What does the "Ask each time" option do?
When you choose "Ask each time," clicking Create Document shows a prompt that lets the user select whether to start from a blank document or pick a template. This option is useful for teams that create a mix of bespoke proposals and standard quotes and want flexibility at the moment of creation.
What happens if I set the button to open a specific template?
Setting the button to a specific template makes Create Document immediately generate a new document from that predefined template. Users start editing with your chosen layout, pricing tables, and content already in place—ideal for consistent sales proposals or fast quote creation using your sales proposal software or quote software.
What does "Use your company’s default template" mean?
Choosing Company Template causes the Create Document button to automatically open the template designated as your organisation's default. This enforces consistent branding, formatting, and legal content across all new documents, which is particularly helpful when using QuoteCloud as your sales quoting software or proposal software.
Who can change the Create Document button behaviour?
Typically an account administrator or any user granted access to company/dashboard settings can change the Create Document behaviour. If you don’t see the option, check with your QuoteCloud admin to confirm permissions or have them update the preference for your team.
What are recommended best practices for choosing a Create Document behaviour?
For consistent client-facing documents and faster approvals, set the button to your company default template so every quote or proposal follows brand and compliance rules. For teams that need flexibility, use Ask When Clicked or Choose Template. Use Blank Template for quick internal notes or rough drafts. Align the setting with how your sales team uses proposal software and quote software to reduce friction.
Will changing the Create Document button affect existing documents or saved templates?
No. Adjusting the Create Document behaviour only changes how new documents are created going forward. It does not modify existing documents or overwrite saved templates in your QuoteCloud document generation system.