Question 1

How do I preview a template in QuoteCloud?

Accepted Answer

Open the template you want to check from the Templates section so it loads in the Document Editor. In the editor toolbar, click the Preview (eye) icon located near the top-right to generate a live preview of the document.This preview shows the template exactly as it will appear when used to create quotes or proposals in the sales quoting software, so you can confirm layout and content before publishing.

Question 2

What does the template Preview show?

Accepted Answer

The Preview generates an accurate rendering of the final document, including layout, formatting, images, headers/footers, and placeholder data. It mirrors how the template will look when used to produce quote or proposal documents in QuoteCloud.Use the Preview to validate branding, spacing, fonts, and that dynamic fields populate as expected in your sales proposal software or quote software workflows.

Question 3

Can I preview a template before publishing or sending a quote/proposal?

Accepted Answer

Yes — Preview is designed specifically so you can review a template before publishing it or using it to create live documents. Always preview to catch layout or content issues before sending customer-facing material from your proposal software or quote software.

Question 4

Where is the Preview button located in the Document Editor?

Accepted Answer

The Preview button is the Eye icon in the Document Editor toolbar, positioned near the top-right of the editor. Click that icon to render the template preview without leaving the editor.

Question 5

If I spot an issue in Preview, how do I fix it?

Accepted Answer

Close the preview and make edits directly in the Document Editor (text, images, styles or field mappings). After saving your changes, click the Preview (eye) icon again to confirm the issue is resolved. Repeat until the template appears as intended.This iterative preview/edit workflow helps you finalize templates used by your sales quoting software or sales proposal software with confidence.

Previewing a Template