How to Change the Document Title
Update your document title in just a few clicks.
This guide shows you how to quickly change your document’s title from the editor. Perfect for keeping your documents organized, searchable, and easy to manage.
How to Change the Title of Your Document — FAQ
How do I change the document title in the editor?
Open the document in the QuoteCloud editor, locate the document title area at the top of the editor, and edit the text to the new title. Update the title using the editor’s standard save or confirm actions so the new name is applied.
Can I search or filter documents by title?
Yes. Meaningful titles improve searchability across QuoteCloud, making it faster to locate specific proposals, quotes, or generated documents. For detailed instructions, see How to Filter Documents in the Dashboard.
How should I handle titles for documents created from templates?
When you create a document from a template, update the title to match the client, date, or purpose. This makes it easy to identify and organize your documents, keeping them separate from the original template.
Who can change a document title?
Users with editing access to a document can change its title from within the editor.