Adding Global Custom Data Items
Create and manage global custom data items to store reusable details for use across multiple documents.
Adding Global Custom Data Items — FAQ
What are Global Custom Data Items in QuoteCloud?
Global Custom Data Items are reusable fields in QuoteCloud that are centrally managed within your company. They ensure consistent data across all sales documents and templates, so frequently used information only needs to be entered once and can be inserted wherever needed.
What are the main benefits of using global custom data items?
Using Global Custom Data Items provides several key benefits:
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Consistency: Ensures data is uniform across all documents and templates within the company.
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Accuracy: Reduces errors by eliminating repeated manual entry.
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Efficiency: Saves time, as information only needs to be entered once.
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Easy Updates: Changes made in one place automatically update all documents that use the item.
Can I create and manage global custom data items?
Yes. QuoteCloud provides tools to create and manage custom data items so you can add, update, and remove reusable fields as your content needs evolve.
How do global custom data items help with document generation and automation?
By centralizing reusable data, global custom data items enable automated document assembly to produce consistent, brand-compliant proposals and quotes faster. They reduce manual edits, lower the chance of errors, and streamline high-volume document production workflows.
What types of Global Custom Data Items are available?
There are three types of Global Custom Data Items:
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Document Data Items: Fields that store information related to documents and can be reused across the company.
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Contact Data Items: Fields related to contacts. These work like adding new fields to the recipient form.
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Product Data Items: Fields related to products. These work like adding new fields to the product form.
Related Links:
- Creating Contact Data Items and How to Use Them
- Creating Product Data Items and How to Use Them