Creating Sections

The left-hand column of the Sales Quote Editor shows all the current sections of your sales quote.

A section is like a chapter, and you can have as few or as many as you choose., Sales Quote Templates will most often contain a base set of sections, but you can freely add/delete or re-arrange these sections. To re-arrange a section, drag and drop it in the new position.

To add a new section, click the Add Section button (the button is below the list of sections on the left of the screen).

Once a new section has been created, you can give it an appropriate title and add content.

Content can be added manually using the + Insert buttons or from the content libraries on the right.

Once you have added a new section, it will be displayed in the left column. You can also navigate to each sales quote section by clicking on it.

Sales Quote and Sales Proposal Software - Creating Sections - illustration 1

Your customers can use the section headings in sales quote to quickly navigate to a section of interest.  When you click on Save and Preview, they will appear on the left of the sales quote viewer.

Please note, section tabs do not appear in the PDF version of your sales quotes.

Sales Quote and Sales Proposal Software - Creating Sections - illustration 2

Related User Guide Topics

Moving Content Blocks (Drag & Drop)
10 Mar 2021
As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks
Hide Content on a Sales Quote
11 Aug 2020
You may on occassion wish to create content that does not appear in a sales quote. For example, you may create a spreadsheet to perform calculations that should not show in the document that your customer reads; or you might create a block of text that is for your internal use.
Margins, Padding and Borders for content blocks
14 Mar 2020
Padding and margins are very similar, and it can be difficult to know which one you should use. The basic purpose of both is to change the amount of space between elements on the page.
Add background images to Rows and Columns
5 Mar 2020
A feature of rows and columns in the Sales Quote Editor is the ability to set a background image behind content contained in a row or column.  This user guide topic covers how to add a background image in a row and column.

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