Adding Text Content Blocks to a Form


Sometimes it is useful to help the sales quote recipient with instructions to assist when completing a form; this is often useful when more complicated forms are created.

To add a block of text content to a form, click on the + Insert button and select Add Form, as shown below.

Sales Quote and Sales Proposal Software - Adding Content Blocks to a Form - illustration 1

A new Form Content b\Block will be added to the sales quote.

Click on the green + Insert within the form as shown below, and select the options Content Block.

 

Sales Quote and Sales Proposal Software - Adding Content Blocks to a Form - illustration 2

A new Text Content Block will now be added to the form, as shown below. 

Click in the content block area to begin typing text.

Sales Quote and Sales Proposal Software - Adding Content Blocks to a Form - illustration 3

Related User Guide Topics

Adding a Form to a Sales Quote
5 Mar 2020
QuoteCloud provides the ability to add forms into sales quotes allowing you to collect the information you need to win the deal.
Inserting a Data Field onto a Form
5 Mar 2020
QuoteCloud gives the option to add a data field onto a form from a variety of data input options. This feature makes it easy to format a sales quote to allow the form to include any user information.
Making a Data Item Mandatory (*)
5 Mar 2020
QuoteCloud gives the option to make a data item mandatory. Ensuring you have all the information you need.
Splitting a Row in a Form into Multiple Columns
5 Mar 2020
QuoteCloud gives you the option to split a row into multiple columns. This feature makes it easy to format content side by side. In addition, the Sales Quote Editor also provides you with the ability to split a row into multiple columns within a specific Field Set.

Getting Started

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