Creating Your First Sales Quote


QuoteCloud makes creating sales quotes easy. To get started click on the Create Document button and then choose one of the options below.

You have three options:

  1. Create Blank Document
  2. Upload Document
  3. Create From Template

1. Create From Template: If you are starting with a template, you can choose from "My Templates" to select a template you have previously saved. "Public Templates" allow you to choose a starting point from the extensive QuoteCloud library where you can browse by your desired category.

After choosing your template, you can continue to step 3 and finish creating your quote.

2. Upload Document: If you'd like to get started by uploading a document, you can select a PDF, Word, JPG or PNG file from your computer and upload it to QuoteCloud.

Just press "Select File", choose the file you wish to upload (10MB Maximum) and continue to step 3

3.Create Blank Document: If you are starting with a blank document, firstly you will need to give your proposal a title (and a subtitle if you wish)

Then press continue.

Step One: First let's set a default colour scheme and cover page to use within your document. (if you have uploaded your logo into QuoteCloud, you will notice we have selected the colours from your logo to get you started.)

 

Step Two: Choose the page size you would like your quote to be, you have 4 choices here:

  1. A4 (8.27 x 11.69 in)
  2. Letter (8.5 x 11 in)
  3. Legal (8.5 x 14 in)
  4. Ledger (11 x 17 in)

All of these page sizes can be Portrait or Landscape.

 

Step Three: Time to choose your Cover Page, you have 3 options here:

  1. No Cover Page
  2. Upload A Cover Page
  3. Choose From Your Library

Choose a Cover Page option and press continue.

Enter the details of the client(s) you are sending your quote too. (these will be pre-filled when you create your sales quotes)

You can choose to add the recipients to your contact list and add extra recipients.

Once you have entered these details, press Create Quote

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

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