Adjusting the Default Font & Colour Settings


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.

Controls for colour and font settings are available in the Sales Quote Editor, and this user guide explains how to set the default font and colour settings.

 

Open the Sales Quote Dashboard, click on the Configuration menu button and select Edit Styles, as shown below.

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

Here you can set all the font face, sizes and colours used in sales quotes for each type of text element, i.e. body text, headings, section titles etc.

 

Click on one of the options:

a) Section Headings - these are the main titles that appear in a sales quote at the beginning of a section

b) Heading 1, 2, 3, 4 - these heading styles use in-text content blocks. You can select text and make that text a heading, and this is the same as in all word processing applications such as MS Word or Pages.

c) Body - this is the styling for "normal" text in a text content block

 

Select an option and adjust the available settings, as shown in the example below.

 

Default Theme Colour Settings

You can also set your default colour palette.  Click on the Colours tab, and you may have up to 4 colour options and set the page background colour.

If you want to change colour, simply click on the coloured circle, and a handy colour picker will pop up.  Search for specific colours, or you can also enter a "Hex" code for a specific colour you want. These all start with # and are 7 characters in total.

Related User Guide Topics

Design your own Cover Page Layout
9 Feb 2020
QuoteCloud has a default layout for cover page content blocks, these look like the example shown below.  However, you may want to deviate from the standard format of cover page content for some or all of your sales quotes, this user guide topic covers how this can be done.
Public Cover Page Library
29 Oct 2019
Cover pages provide an elegant introduction or high impact opening to your sales pitch. Cover pages are optional, but when used well, will strengthen your brand impact or personalise your sales quote to make your customer feel special.
Updating Your Cover Pages
29 Oct 2019
Sales quote cover pages provide an elegant introduction or high impact opening to your sales pitch. Cover pages are optional, but when used well, will strengthen your brand impact or personalise your quote to make your customer feel special.
Setting the Default Table Style
29 Oct 2019
When using tables in a text content block in the Sales Quote Editor, the prensentation of the table when displayed in a sales quotes is carefully controlled by QuoteCloud.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved