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 Default Style Settings from the Settings menu, 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.
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