Learn how to add a Spreadsheet content block to your document, including how to insert, format, and customise spreadsheet data directly within the editor.
A Spreadsheet Content Block embeds an editable spreadsheet directly into a QuoteCloud document. It lets you organise structured data, perform calculations and formulas, and present information in a clean table format without leaving the document editor—useful when building quotes, proposals, and other sales documents within your sales quoting software.
Using a Spreadsheet Content Block makes documents more dynamic and accurate by supporting real‑time calculations, automated totals, and detailed data breakdowns. This keeps pricing, line items, and totals inside your sales proposal software or proposal software workflow so you don’t need to switch between external apps—speeding up proposal creation and reducing errors.
Open the document editor, choose the Insert option, and select “Spreadsheet.” QuoteCloud inserts a new spreadsheet block where you can enter data, apply formulas, and format cells. After adding the block you can resize it, place it within your layout, and save it as part of the document template used by your quote software.
Yes. Cells can be formatted as text, numbers, currency, or percentages so values appear clearly and consistently. Use formatting to ensure financial values, quantities, and percent calculations display correctly within pricing tables and other parts of your sales quoting software documents.
Yes. You can upload an existing .xlsx file into the spreadsheet block to reuse pre‑built data, formulas, and layouts. Importing saves setup time, preserves previous work, and makes it easy to convert legacy spreadsheets into QuoteCloud quote or proposal documents.
Yes. QuoteCloud allows you to link values from a spreadsheet block into other document sections—such as smart pricing tables or summary fields—so linked values update dynamically. This ensures totals and line item prices in your proposal software remain consistent with the source spreadsheet data.
The spreadsheet block supports in‑document calculations and common formulas so you can create automated totals, unit pricing, discounts and percentage calculations. For a complete list of supported functions and any advanced formula capabilities, check the QuoteCloud editor’s formula reference or contact QuoteCloud support.
Spreadsheet blocks live inside QuoteCloud documents and follow the platform’s sharing and permission settings. Depending on your account and document permissions, multiple team members can view or edit spreadsheet blocks as part of collaborative quote software or sales proposal software workflows—use roles and sharing controls to manage who can change pricing or formulas.
