How do I create a new document from a template in QuoteCloud?

Click the Create Document button from the Dashboard, then select From a Template to browse and choose a predefined template.

Can I create a blank document instead of using a template?

Yes. The Create Document menu includes both Blank Document and From a Template options.

How do I find a specific template?

Use the template gallery categories on the left side of the screen or search for a template using the search bar available in the template selection window.

Can I filter templates by category?

Yes. The template gallery allows you to filter templates by categories such as Education, Agreements, Consulting, Financial Services, and more.

What information do I need to enter before creating the document?

You can customize the document title and add recipient information, including names, email addresses, company details, phone numbers, and account references.

Do I have to add recipients before creating a document?

Recipients can be added during the document creation process, but the exact requirements may depend on the template and your workflow configuration.

What happens after I click Create Document?

QuoteCloud generates a new document based on the selected template and opens it in the document editor.

Can I edit the template content after the document is created?

Yes. Once the document is created, you can modify text, update placeholders, add content, and customize the document as needed in the editor.

Create a Document from a Template

Learn how to quickly create a new QuoteCloud document using a ready-made template.

Steps to create a document from a template

Start a new document

From the Dashboard, click the Create Document button to begin creating a new document.

Choose From a Template

Open the Create Document dropdown and select From a Template to use a predefined template.

Browse template categories

In the template gallery, use the left sidebar to browse available template categories.

Filter templates by category

Click a category, such as Education, to filter the available templates.

Select a template

Choose the template you want to use for your new document.

Add document recipients

Review or update the document title, then add recipient details such as name, email address, company name, phone number, and account reference. Click Continue when finished.

Create the document

On the Add Data Items screen, click Create Document to generate the document from the selected template.

Edit your new document

You will be taken to the document editor, where the template content is ready to use and customize.

Create a Document From a Template