Change Create Document Button Behaviour in Dashboard

Change Create Document Button Behaviour in Dashboard — FAQ

What options can I select for the Create Document button in the QuoteCloud dashboard?

You can configure the Create Document button to do one of four things: (1) ask which type of document to create each time, (2) open a specific template, (3) start a blank document, or (4) automatically use your company’s default template.

Where do I change the Create Document button behaviour?

You change this setting in your QuoteCloud dashboard — the Create Document Button Behaviour is configurable from within the dashboard settings for your account/company.

What does the "Ask each time" option do?

When set to "Ask each time," the Create Document button prompts you to choose which type of document or template to create every time you click it, letting you select between available templates or a blank document on demand.

What happens if I set the button to open a specific template?

If you choose a specific template, clicking Create Document immediately creates a document from that template so you can start building the document from that predefined layout and content.

What does "Start from a blank document" do?

With this option selected, Create Document opens a new, blank document each time — useful for ad-hoc or heavily customized documents where you don’t want pre-filled template structure.

What does "Use your company’s default template" mean?

Choosing the company default template causes Create Document to automatically open whatever template is set as your organisation’s default, ensuring a consistent starting point without prompting the user.

When should I choose each option?

Use "company default" to enforce consistent branding and speed up common workflows; choose a specific template when one template is used most often for certain document types; pick "ask each time" if your team frequently switches between templates; and select "blank document" for highly bespoke documents or one-off creations.