Editing Layout of the Documents Table

This guide explains how to customise the Documents Table in QuoteCloud so you can better organise, sort, and display document data. It focuses on adjusting column order, toggling column visibility, and applying sorting to surface the fields most important to your sales quoting software or proposal software workflows.

You can edit the column order, show or hide specific columns (column visibility), and apply sorting rules to one or more columns. These controls let you tailor the table view in QuoteCloud to highlight the document details that matter most for your quote software or sales proposal software tasks.

Reordering columns is done directly in the Documents Table—typically by selecting a column header and dragging it left or right to a new position. For exact step‑by‑step instructions and screenshots, refer to the full "Editing Layout of the Documents Table" guide on QuoteCloud.

Yes. Use the table's column visibility controls to show only the fields you need and hide those you don't. Hiding unnecessary columns reduces clutter and helps you focus on key information when working in QuoteCloud's quote software or proposal software features.

Click a column header to sort the table by that field (usually toggling between ascending and descending). Sorting can help you prioritise documents by date, status, name, or other available fields so you can find and act on items faster in your sales quoting or proposal workflows.

No. Layout adjustments you make—column order, visibility, and sorting—apply only to your personal view of the Documents Table and do not change other users' table layouts or views in QuoteCloud.

Some users prefer to save custom views so they can quickly return to a preferred layout. If you need to save or restore a layout, check the full guide or your account settings in QuoteCloud for options related to saved views. If you don’t see an option, contact your QuoteCloud administrator or support for assistance.

Customising column order, visibility, and sorting reduces visual clutter and surfaces important document details quickly—speeding up review and decision making. For teams using QuoteCloud as sales quoting software or sales proposal software, a tailored Documents Table streamlines workflows and helps you create and manage quotes and proposals more efficiently.