close

Creating Your First Sales Quote


QuoteCloud makes creating sales quotes easy. To get started click on the Create Proposal button.

Step 1: Give your sales quote a title, choose a color scheme and select a cover page image.

 

Note: remember the colour schemes, cover page images and a whole host of other styling and branding options can be set but we're getting ahead of ourselves these are covered in the section Managing the Look of Sales Quote (Styles).

Step 2: Enter the client details:

Step 3: Select a template to use as a starting point for your new proposal. If you only see the Blank template, this is simply because you have not created your own sales quote templates yet and did not choose any sample templates when you first registered your QuoteCloud account.

Step 4: Congratulations! You have successfully created your new sales quote.

The next step is to add content edit the sales quote and send it. Please refer to the topic "Introducing the Sales Quote Editor" to learn more about adding and editing content in a sales quote.

Related User Guide Topics

Rows and Column in the Sales Quote Editor
28 Jan 2020
The Sales Quote Editor provides the option to split a row into multiple columns, this feature makes it easy to format content side by side.
Billing and Payment Details
13 Nov 2019
The Customer Address Book feature allows all Sales Consultants to save customer contact details.  When a customer is saved to the Customer Address Book QuoteCloud will automatically complete customer details when creating sales quotes. 
Creating Your First Proposal
29 Oct 2019
QuoteCloud makes creating sales quotes easy. Use this getting started guide to create your first sales quote.
Previewing & Sending Sales Quotes
29 Oct 2019
Once you have finished creating a sales quote, you need to take a look at how this will look when the customer views it, and of it looks great then send to your customer

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved