Insert Videos or YouTube Links into a Document

QuoteCloud supports embedding YouTube and Vimeo links directly into document pages for inline playback. In many accounts and templates you can also add uploaded (local) video files when your plan and template permit, letting you use either hosted videos or uploaded media inside your quote software or proposal software.

Embedding videos lets viewers play content inline inside the document without opening a new tab or app, which increases engagement, keeps attention focused, and creates a smoother presentation experience for proposals and quotes. This is especially useful when using sales quoting software or sales proposal software, because embedded media helps communicate value faster and can improve conversion rates.

To add a video, insert a video content block using the Plus button between content blocks on any page. Right-click the new video block, choose Video Block Settings, then paste the full YouTube or Vimeo URL into the field — QuoteCloud will automatically attach and embed the video.

Tip: paste the full video URL (not just an embed snippet) and test playback in preview before sharing your proposal or quote.

Yes. Embedded videos are designed to appear inline when a document is viewed or presented, providing seamless playback while preserving the document layout and flow for your audience. That makes them ideal for client-facing materials created with proposal software or quote software.

Absolutely. Embedding videos is supported across QuoteCloud’s industry-specific templates — including sales, telecom, trade services, marketing, education, and more — so you can add visual context regardless of the template you choose. This flexibility makes it easy to enhance documents created with sales quoting software or sales proposal software in any industry.

Yes. Embedding videos is supported in the current Edge editor and, where the feature exists, in the legacy Java editor as well. Note that appearance or behavior may vary slightly between editors, so preview embedded videos in the editor you use most often.

QuoteCloud primarily supports YouTube and Vimeo embeds, but many accounts and templates also allow local video uploads when your plan and template settings permit. If you rely on uploaded files, check account storage limits, allowed file formats, and playback performance; hosting on YouTube or Vimeo is generally recommended for reliability and cross-device compatibility.

Keep videos short and relevant, use a clear thumbnail and title, add captions or a short transcript, and place the video near the text that explains its purpose. Test playback on desktop and mobile, and avoid large uncompressed files if uploading locally. These best practices help your sales proposal software or quote software deliver a professional, engaging experience that supports faster decision-making.