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.  The main controls for the look & feel of sales quotes are in the Default Style Settings controller.

To access the Default Style Settings feature, go to the Sales Quote Dashboard, click on the Configuration menu, select Settings, then select Default Style Settings.

You will see a popup window (as shown below).

You can choose the tab style by clicking on the radio button next to the corresponding style name.

Click on Save to save your changes.

NOTE: the default tab style is only used when creating a blank sales quote document, ie not choosing a sales quote template when creating a new document.  When choosing a template the default style settings are overridden by the settings saved in that sales quote template.


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