Question 1

How do I navigate between Contract Plan pages in QuoteCloud?

Accepted Answer

Use the pagination controls at the bottom-right of the Contract Plans table. Click a page number to jump directly to that page, click the < (Previous) button to go back one page, or click the > (Next) button to move forward. Repeat these steps until you find the Contract Plan records you need.

Question 2

Where are the pagination controls located in the Contract Plans list?

Accepted Answer

Pagination controls appear at the bottom-right corner of the Contract Plans table in QuoteCloud. They include numbered pages and the Previous (<) and Next (>) buttons for quick navigation through the list.

Question 3

What is the Visual Editor in QuoteCloud?

Accepted Answer

The Visual Editor is QuoteCloud’s built-in interface for viewing and editing Contract Plan pages and other document templates. It lets you make layout and content changes, preview how pages will appear to recipients, and publish updates that feed into your quote and proposal workflows.

Question 4

How does pagination affect the display of contract plan pages?

Accepted Answer

Pagination controls only determine which subset of Contract Plan records is shown in the list view—they don’t change the content of individual pages. Use pagination to find and open the specific plan you want to view or edit in the Visual Editor.

Question 5

Can I edit multiple contract plan pages at once or apply global changes?

Accepted Answer

Pagination itself does not provide bulk-editing. To apply the same change across multiple pages, use any bulk or template features available in the Visual Editor (if enabled for your account) or update shared templates/global styles. If your account lacks bulk tools, edit pages individually or contact your admin for permissions or template updates.

Question 6

How do I preview and publish changes made in the Visual Editor?

Accepted Answer

Use the Visual Editor’s preview mode to check layout and content before going live. When you’re satisfied, use the editor’s Publish (or Save & Publish) option to apply changes so they appear in quotes, proposals, and the Contract Plans list.

Question 7

What display settings can I control for individual contract plan pages?

Accepted Answer

Common display settings you can control include page title, layout or template selection, visibility/status (draft vs published), and page ordering within a plan. Exact controls depend on your Visual Editor permissions and the templates available in your QuoteCloud instance.

Question 8

What user permissions are needed to navigate and edit pages in the Visual Editor?

Accepted Answer

Basic navigation of Contract Plan pages typically requires view access. To edit, preview, or publish pages you’ll need higher-level permissions such as Editor or Admin roles. Check your account’s role settings or ask your QuoteCloud administrator to grant the necessary edit/publish rights.

Question 9

How does the Visual Editor integrate with sales quoting and proposal software?

Accepted Answer

The Visual Editor connects Contract Plan pages directly into QuoteCloud’s quoting and proposal workflows, enabling you to maintain consistent contract content across quotes and proposals. This tight integration makes it easier to generate accurate documents when using sales quoting software, sales proposal software, quote software, or proposal software—ensuring published plan pages appear correctly in generated quotes and proposals.

Navigating Contract Plan Pages