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Inserting a Spreadsheet into a Sales Quote


QuoteCloud provides the ability to add & edit spreadsheets in your sales quote. 

Spreadsheets are very useful if you want to create a table of data that performs calculations. A common example of using a spreadsheet in sales quotes, is a "return on investment calculator", where you need to demonstrate the return on investment to a customer when buying your products. e.g. in the solar industry you might have a spreadsheet to calculate cost savings when solar panels are installed in a home.

Click on the + Insert button located between every content block while working in the Sales Quote Editor, click Add Spreadsheet:

A new spreadsheet block will be inserted. The QuoteCloud spreadsheet tool is very similar to many spreadsheet applications such as MS Word or Google Docs.

 

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 in the Sales Quote Editor that does not appear when your customer views the 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, perhaps notes, instuctions or assumptions for your own use.  In this user guide topic, you can learn how to hide content in a sales quote.
Margins, Padding and Borders for content blocks
14 Mar 2020
If you are going to setup complex content layouts, it is important to understand how margin and padding work, and why you would use them.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, and change their positions by creating or minimising whitespace.
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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