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.

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.
Updating Your Cover Pages
29 Oct 2019
Sales quote cover pages provide an elegant introduction or high impact opening to your sales pitch.
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.

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