Setting the Default Table Style Used 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 Edit Styles controller.

When using tables in a text content block in the Sales Quote Editor, the presentation of the table when displayed in a sales quote is carefully controlled by QuoteCloud.  This formatting control helps for a couple of reasons:

  • To prevent a Sales Consultant from creating badly presented (ugly!) tables.
  • To ensure that tables are converted to PDF format properly.

QuoteCloud offers a range of pre-formatted table layouts, and the default layout is selected in the Edit Styles controller.  When a Sales Consultant inserts a table, this will be the table format unless the Sales Consultant overrides the default in the Table Properties function of the Sales Quote Editor.

To access the Edit Styles feature, go to the Sales Quote Dashboard, click on the Configuration menu, and select Settings, next select Default Style Settings.

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

Click on the Table Styles tab.

Choose the default table style by clicking the radio button next to the corresponding style name. 

Using Tables in the Sales Quote Editor

To add a table to a text (Content) block in the Sales Quote Editor, click on the + Insert button and select Text block, as shown below.

Click on the new text block that is now displayed in your sales quote.  You can either choose to copy and paste a table from another source, such as MS Word, Excel, or a web page; alternatively, create a table using the insert table button (as shown below).

In the example below, we have created a table. To adjust the style of the table, click on the table style button, as highlighted in the screenshot below.

Select from the available present Table Styles, and this will override the default you have set earlier in this user guide topic.

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