Changing the Tab Style in Sales Quotes
QuoteCloud is designed to automate as much layout & presentation of sales quotes as possible. When you first start with QuoteCloud, your default setup may need some slight adjustment for it to fit your organisation style perfectly.Â
Tabs are utilised as section headers in the Sales Quotes to help break down the different components for ease of reading for your customer.
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You can change the tab style for a specific sales quote or sales quote template within the editor.Â
Click on More on the right hand panel to bring up further settings.
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Then select Page Settings.
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Scroll down to the bottom and click Tab Settings.
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Related User Guide Topics
Adding Images from the Stock Image Library
13 Mar 2022
To help make your sales quotes as presentable and descriptive as possible, QuoteCloud offers the ability to include images within your sales quotes. These can be your own images you upload, or images selected from a wide range of stock footage made available through the Unsplash integration with QuoteCloud.
Changing the Tab Style in Sales Quotes
13 Mar 2022
Learn how to change the look of the section navigation tabs in your Sales Quotes
Styling The Price Table Layout And Colours
13 Mar 2022
QuoteCloud gets the pre-formatted table style from the sales quote template selected when creating your document. When a Sales Consultant inserts a price table, this will be the table format unless the Sales Consultant overrides the preloaded settings from the template.
Margins, Padding and Borders for content blocks
13 Mar 2022
If you are going to setup complex content layouts, it is important to understand how margin and padding work, and why you would use them.
Padding and margins are very similar, and it can be difficult to know which one you should use. The basic purpose of both is to change the amount of space between elements on the page, and change their positions by creating or minimising whitespace.