Change Create Document Button Behaviour in 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.

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.

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.

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.

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.

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.

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.

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.