Using Rows and Columns in the Sales Quotes Editor


The Sales Quote Editor allows splitting a row into multiple columns; this feature makes it easy to format content side by side.

The Rows and Columns feature was introduced to QuoteCloud in February 2020; content created before this release will not show the Rows and columns. However, you can edit a sales quote template or sales quote document to copy and paste text content into a Row, allowing you to make use of the features offered by Rows and Columns.

 

Rows and Columns Tool Bar

Edit or create a sales quote (or sales quote template) so that you are using the Sales Quote Editor.

Now click on the blue Insert button as shown below.

Sales Quote and Sales Proposal Software - Using Rows and Columns in the Sales Quotes Editor - illustration 1

Now insert a content block (in our case, we will use a text block; however, video or image will have the same result in creating a Row with a Single Column).

You will see a new content block inside a Row, as shown below.

Sales Quote and Sales Proposal Software - Using Rows and Columns in the Sales Quotes Editor - illustration 2

To split a Row into more than one column, hover on content block and click on the menu button (circle with three vertical dots) as highlighted below.

Sales Quote and Sales Proposal Software - Using Rows and Columns in the Sales Quotes Editor - illustration 3

To split a Row into more than one column, click on the Column tab

Sales Quote and Sales Proposal Software - Using Rows and Columns in the Sales Quotes Editor - illustration 4

Click on the Column icon to change the number of columns, as shown below.

Sales Quote and Sales Proposal Software - Using Rows and Columns in the Sales Quotes Editor - illustration 5

We will select two columns of equal width (as shown below).

Sales Quote and Sales Proposal Software - Using Rows and Columns in the Sales Quotes Editor - illustration 6

As seen above, while you hover over a Row, the toolbars for each column will appear. Use the Insert buttons (plus icon in a circle or the Add Widget button if the column is empty) to add content blocks into each column as desired. As shown below.

Sales Quote and Sales Proposal Software - Using Rows and Columns in the Sales Quotes Editor - illustration 7

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 that does not appear in a 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.
Margins, Padding and Borders for content blocks
14 Mar 2020
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.
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.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved