close

Introducing the Sales Quote Editor


If you're not already in the edit sales quote screen, simply click on Edit button from the dashboard.

Sales Quote Editor User Interface Features:

  • Sections - the left hand column allows you manage your sales quote sections, you can drag and drop them for re-ordering, delete and add new sections.
  • Menu - the top menu bar allows you to save and preview your sales quote or close the sales quote editor and return to the dashboard.
  • Content Libraries - The right hand column contains your content libraries.  These are used to drag & drop content into a sales quote. These can be text blocks, images, videos, spreadsheets, PDF's and products from your product catalogue.

Sub-Headings and Custom Pricing

To split the pricing table into logical groups, use the Add Sub-heading button at the top of the price table.

The Add Price Row button will add an empty price row to a price table.

Text Blocks

To add a text content block, click on the + Insert button, a dropdown menu will appear., select Add Free text.

A new text content block will be added, as shown below.

 

Content Library

In addition to creating content using the + Insert button, you can also use content from your Content Libraries.

QuoteCloud allows you to manage a library of products, text, images, videos and PDF files that everyone can use.

The right hand column of the screen contains the content libraries and is split into types of content, ie Products, Text, Images, PDF's, Spreadsheets and Videos.

To help you find library content easily, inside each of these three areas the content is organised into a series of folders. You can expand any folder and drag that content directly into your sales quote content area.

Finally to preview and send a sales quote, click the Save & Preview button in the top right. 

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