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Sales Quote Templates
All Sales Quote Templates
Basic Sales Quotes
General Purpose
Construction & Engineering
Trade Services
Business Services
Cleaning Services
Accounting and Tax
IT & Technology
Events
Marketing Services
Web Developers
Government & Health Services
Real Estate
Recruitment
Travel Agencies
Education & Training
Pricing
Take a Tour
User Guide
Getting Started
How To Login To QuoteCloud
Forgot Your Password?
Creating Your First Sales Quote
Introducing The Sales Quote Editor
Rows and Columns in the Sales Quote Editor
Preview and Sending Sales Quotes
Set-up and Configuration
Sales Quote Styling
Sales Quote Cover Pages
Get Sample Cover Pages
Design your own Cover Page Layout
Fonts and Colour Schemes
Setting the Default Table Style
Uploading Your Company Logo
Changing the Section Tab Style in Quotes
Font Settings
System Default Font Settings
Font Settings for Sales Quote Templates
Price Table Settings
Introduction to Price Table Settings
Changing the Price Table Footnote
Changing your Price Table Column Labels
Changing the Price Table Border Line Styles
Style Settings for Price Line Item Notes
Changing/Removing Price Table Column Icons
Styling Price Table Sub-headings
Styling the Price Table Totals Section
Styling the Price Table Grand Total
Sales Quote Templates
Creating Sales Quote Templates
Edit Existing Sales Quote Templates
Sales Quote Template Style Settings
Content Libraries
Using Content Libraries in Sales Quotes
Text Library
PDF Library
Deleting PDF documents from your PDF Library
Video Library
Spreadsheet Library
Image Library
Sales Quote Cover Pages
Product Catalogue
What is a Product Catalogue?
Add a Product to your Product Catalogue
Bulk Import Product Data
Discounts & Margins
What Are Profit Margins & Discounts Used For?
Creating Profit Margin Rules
Disable Discounting in Sales Quotes
Creating Automatic Discount Rules
Product Quantity Price Discount Breaks
Sales Teams
What is a Sales Team Used For?
Assigning/Restricting Sales Quote Templates to Teams
Assigning/Restricting Cover Pages to Sales Teams
Assigning/Restricting Product Categories to Teams
Assigning/Restricting Image Library Categories to Teams
Assigning/Restricting Text Library Categories to Teams
Assigning/Restricting PDF Library Categories to Teams
Assigning/Restricting Video Library Categories to Teams
Assigning/Restricting Spreadsheet Library Categories to Teams
Allow Any Team Member To Edit Any Sales Quote
Custom Fields for Sales Quotes
What Are Custom Fields Used For?
How Do I Create Custom Fields?
Adding Custom Fields to your Price Tables
Security Settings
Managing Sales Teams
Managing User Profiles
Managing User Role Settings
Creating Sales Team Managers
Changing a Sales Consultants Email Address
Tax Settings
Adding VAT, GST, Sales Tax, etc to Sales Quotes
Sales Quote Approval Process
Configuring the Order Now Button
Remove the ORDER NOW button in sales quotes
Sales Quote Dashboard
Filtering Sales Quotes On The Sales Quote Dashboard
Exporting Sales Quote Data
Using the Sales Forecast Tool
Recording Customer Contact History & Notes
Manually Update the Status of a Sales Quote to APPROVED
Update the Status of a Sales Quote to
Bulk update Sales Quote Status to
Revising a Sent Sales Quote
Deleting Sales Quotes
Bulk Delete Sales Quotes
Viewing Version History
Customer Address Book
Sales Quote Editor
Editor Basic Features
Creating Sections
Adjusting Fonts and Colours in a Template or Sales Quote
Rows and Columns in the Sales Quote Editor
Add background colour to Rows and Columns
Margins, Padding and Borders for content blocks
Add background images to Rows and Columns
Inserting Text Blocks
Moving Content Blocks (Drag & Drop)
Inserting/Embedding Ad-hoc PDF Files
Inserting Ad-Hoc Images
Inserting Spreadsheets into a Sales Quote
Inserting Data Items Into Text Blocks
Hide Content on a Sales Quote
Price Tables (Basic Features)
Inserting Pricing Tables
Add a Price Line Item into a Sales Quote Price Table
Adding Line Items to a Price Table from the Product Catalogue
Adding Notes (Additional Formatted Content) to a Price Line Item
Sorting Line Items in a Price Table
Change the Order of Columns in a Price Table
Set the Column Alignment in a Price Table
Add a Thumbnail Image to Adhoc Price Line Items
Adding Sections in a Price Table
Sorting Sections (Sub-Headings & Grouped Price Lines) in a Price Table
Add a Discount to a Price Table
Price Tables (Advanced Features)
Grouping Price Line Items and Summarising up to a Sub-Heading
Adding a Subtotal to a Price Table
Allowing Recipients to Change the Quantity to Order
Making Price Lines Optional in a Sales Quote
Allowing Recipients to Choose Price Options
Setting a Repeating Cost in a Sales Quote Price Table
Getting Values from a Spreadsheet to use as a Price in a Price Table
Using Values from a Spreadsheet for a Price Line Item Description?in a Price Table
Price Table Settings - Hide Qty 0 (Zero) Price Line items
Price Table Settings
Change the Currency of a Sales Quote
Removing Tax from a Sales Quote Price Table
Group Repeating Cost Line Items
Switch off the Repeating Costs Feature
Hiding Columns in a Sales Quote Price Table
Show/Hide Price Table Totals
Hide Discount Percentage Saving and Original Price in a Price Table
Adding an 'Additional Fee' to Price Line Items
Formatting Content for PDF
PDF Page Header & Footer Settings
Page Breaks in PDF format of Sales Quotes
Sending Sales Quotes
Preview and Sending Sales Quotes
Resending or Forwarding a Sales Quote
Setting the Default Email Message when Sending Sales Quotes
Document Security
Password Protect a Sales Quote
How to get Email Support
Billing and Payment Details
QuoteCloud Extensions
How to Install a Plugin (Software Extension)
How to Remove a Plugin (Software Extension)
Payments
e-Signatures
Form Builder
Adding a Form to a Sales Quote
Stying a Form
Inserting a Data Field onto a Form
Sorting Data Items in a Form
Making a Data Item Mandatory (*)
Splitting a Row in a Form into Multiple Columns
Adding Text Content Blocks to a Form
Allowing Multiple Data-Set Submissions for a Group of Input Fields
Configuring a Form to allow Multiple Submissions
Telco Plugin (Contracts and Plans)
Create & Manage Mobile Device Pricing
Create & Manage Mobile Phone Service Plans
Create a Sales Quote for a Mobile Device
Managing Phone System Hardware & Licenses
Create Business Phone System Service Plans
Create a Sales Quote for Business Phone Systems
Managing and Assigning Add-ons for Service Plans
Setting a Start and/or End Date for Service Plans
Critical Information Summaries
Workflow Plugin
Installing the QuoteCloud Workflow Plugin
Set-up Sales Quote Approvals Process
Configure Workflow Approval Only When a Sales Quote is Discounted
Setup Customer Reminders
Email Campaigns
Create an Audience & add Subscribers
Edit a Contact in an Audience
Creating Tags for Contacts
Email Campaigns - Plugin - Manually Unsubscribe a Contact from an Audience
Email Marketing - Import Contacts into an Audience
Permanently Delete a Contact from an Audience
Travel Itineraries Plugin
Travel Itinerary Arrival Guides
Integration
Integration Using Zapier
Zapier University
Integration Using API
TRY IT FREE
LOGIN
Menu
Sales Quote Templates
All Sales Quote Templates
Basic Sales Quotes
General Purpose
Construction & Engineering
Trade Services
Business Services
Cleaning Services
Accounting and Tax
IT & Technology
Events
Marketing Services
Web Developers
Government & Health Services
Real Estate
Recruitment
Travel Agencies
Education & Training
Pricing
Take a Tour
User Guide
Getting Started
How To Login To QuoteCloud
Forgot Your Password?
Creating Your First Sales Quote
Introducing The Sales Quote Editor
Rows and Columns in the Sales Quote Editor
Preview and Sending Sales Quotes
Set-up and Configuration
Sales Quote Styling
Sales Quote Cover Pages
Get Sample Cover Pages
Design your own Cover Page Layout
Fonts and Colour Schemes
Setting the Default Table Style
Uploading Your Company Logo
Changing the Section Tab Style in Quotes
Font Settings
System Default Font Settings
Font Settings for Sales Quote Templates
Price Table Settings
Introduction to Price Table Settings
Changing the Price Table Footnote
Changing your Price Table Column Labels
Changing the Price Table Border Line Styles
Style Settings for Price Line Item Notes
Changing/Removing Price Table Column Icons
Styling Price Table Sub-headings
Styling the Price Table Totals Section
Styling the Price Table Grand Total
Sales Quote Templates
Creating Sales Quote Templates
Edit Existing Sales Quote Templates
Sales Quote Template Style Settings
Content Libraries
Using Content Libraries in Sales Quotes
Text Library
PDF Library
Deleting PDF documents from your PDF Library
Video Library
Spreadsheet Library
Image Library
Sales Quote Cover Pages
Product Catalogue
What is a Product Catalogue?
Add a Product to your Product Catalogue
Bulk Import Product Data
Discounts & Margins
What Are Profit Margins & Discounts Used For?
Creating Profit Margin Rules
Disable Discounting in Sales Quotes
Creating Automatic Discount Rules
Product Quantity Price Discount Breaks
Sales Teams
What is a Sales Team Used For?
Assigning/Restricting Sales Quote Templates to Teams
Assigning/Restricting Cover Pages to Sales Teams
Assigning/Restricting Product Categories to Teams
Assigning/Restricting Image Library Categories to Teams
Assigning/Restricting Text Library Categories to Teams
Assigning/Restricting PDF Library Categories to Teams
Assigning/Restricting Video Library Categories to Teams
Assigning/Restricting Spreadsheet Library Categories to Teams
Allow Any Team Member To Edit Any Sales Quote
Custom Fields for Sales Quotes
What Are Custom Fields Used For?
How Do I Create Custom Fields?
Adding Custom Fields to your Price Tables
Security Settings
Managing Sales Teams
Managing User Profiles
Managing User Role Settings
Creating Sales Team Managers
Changing a Sales Consultants Email Address
Tax Settings
Adding VAT, GST, Sales Tax, etc to Sales Quotes
Sales Quote Approval Process
Configuring the Order Now Button
Remove the ORDER NOW button in sales quotes
Sales Quote Dashboard
Filtering Sales Quotes On The Sales Quote Dashboard
Exporting Sales Quote Data
Using the Sales Forecast Tool
Recording Customer Contact History & Notes
Manually Update the Status of a Sales Quote to APPROVED
Update the Status of a Sales Quote to
Bulk update Sales Quote Status to
Revising a Sent Sales Quote
Deleting Sales Quotes
Bulk Delete Sales Quotes
Viewing Version History
Customer Address Book
Sales Quote Editor
Editor Basic Features
Creating Sections
Adjusting Fonts and Colours in a Template or Sales Quote
Rows and Columns in the Sales Quote Editor
Add background colour to Rows and Columns
Margins, Padding and Borders for content blocks
Add background images to Rows and Columns
Inserting Text Blocks
Moving Content Blocks (Drag & Drop)
Inserting/Embedding Ad-hoc PDF Files
Inserting Ad-Hoc Images
Inserting Spreadsheets into a Sales Quote
Inserting Data Items Into Text Blocks
Hide Content on a Sales Quote
Price Tables (Basic Features)
Inserting Pricing Tables
Add a Price Line Item into a Sales Quote Price Table
Adding Line Items to a Price Table from the Product Catalogue
Adding Notes (Additional Formatted Content) to a Price Line Item
Sorting Line Items in a Price Table
Change the Order of Columns in a Price Table
Set the Column Alignment in a Price Table
Add a Thumbnail Image to Adhoc Price Line Items
Adding Sections in a Price Table
Sorting Sections (Sub-Headings & Grouped Price Lines) in a Price Table
Add a Discount to a Price Table
Price Tables (Advanced Features)
Grouping Price Line Items and Summarising up to a Sub-Heading
Adding a Subtotal to a Price Table
Allowing Recipients to Change the Quantity to Order
Making Price Lines Optional in a Sales Quote
Allowing Recipients to Choose Price Options
Setting a Repeating Cost in a Sales Quote Price Table
Getting Values from a Spreadsheet to use as a Price in a Price Table
Using Values from a Spreadsheet for a Price Line Item Description?in a Price Table
Price Table Settings - Hide Qty 0 (Zero) Price Line items
Price Table Settings
Change the Currency of a Sales Quote
Removing Tax from a Sales Quote Price Table
Group Repeating Cost Line Items
Switch off the Repeating Costs Feature
Hiding Columns in a Sales Quote Price Table
Show/Hide Price Table Totals
Hide Discount Percentage Saving and Original Price in a Price Table
Adding an 'Additional Fee' to Price Line Items
Formatting Content for PDF
PDF Page Header & Footer Settings
Page Breaks in PDF format of Sales Quotes
Sending Sales Quotes
Preview and Sending Sales Quotes
Resending or Forwarding a Sales Quote
Setting the Default Email Message when Sending Sales Quotes
Document Security
Password Protect a Sales Quote
How to get Email Support
Billing and Payment Details
QuoteCloud Extensions
How to Install a Plugin (Software Extension)
How to Remove a Plugin (Software Extension)
Payments
e-Signatures
Form Builder
Adding a Form to a Sales Quote
Stying a Form
Inserting a Data Field onto a Form
Sorting Data Items in a Form
Making a Data Item Mandatory (*)
Splitting a Row in a Form into Multiple Columns
Adding Text Content Blocks to a Form
Allowing Multiple Data-Set Submissions for a Group of Input Fields
Configuring a Form to allow Multiple Submissions
Telco Plugin (Contracts and Plans)
Create & Manage Mobile Device Pricing
Create & Manage Mobile Phone Service Plans
Create a Sales Quote for a Mobile Device
Managing Phone System Hardware & Licenses
Create Business Phone System Service Plans
Create a Sales Quote for Business Phone Systems
Managing and Assigning Add-ons for Service Plans
Setting a Start and/or End Date for Service Plans
Critical Information Summaries
Workflow Plugin
Installing the QuoteCloud Workflow Plugin
Set-up Sales Quote Approvals Process
Configure Workflow Approval Only When a Sales Quote is Discounted
Setup Customer Reminders
Email Campaigns
Create an Audience & add Subscribers
Edit a Contact in an Audience
Creating Tags for Contacts
Email Campaigns - Plugin - Manually Unsubscribe a Contact from an Audience
Email Marketing - Import Contacts into an Audience
Permanently Delete a Contact from an Audience
Travel Itineraries Plugin
Travel Itinerary Arrival Guides
Integration
Integration Using Zapier
Zapier University
Integration Using API
TRY IT FREE
LOGIN
Menu
Sales Quote Templates
All Sales Quote Templates
Basic Sales Quotes
General Purpose
Construction & Engineering
Trade Services
Business Services
Cleaning Services
Accounting and Tax
IT & Technology
Events
Marketing Services
Web Developers
Government & Health Services
Real Estate
Recruitment
Travel Agencies
Education & Training
Pricing
Take a Tour
User Guide
Getting Started
How To Login To QuoteCloud
Forgot Your Password?
Creating Your First Sales Quote
Introducing The Sales Quote Editor
Rows and Columns in the Sales Quote Editor
Preview and Sending Sales Quotes
Set-up and Configuration
Sales Quote Styling
Sales Quote Cover Pages
Get Sample Cover Pages
Design your own Cover Page Layout
Fonts and Colour Schemes
Setting the Default Table Style
Uploading Your Company Logo
Changing the Section Tab Style in Quotes
Font Settings
System Default Font Settings
Font Settings for Sales Quote Templates
Price Table Settings
Introduction to Price Table Settings
Changing the Price Table Footnote
Changing your Price Table Column Labels
Changing the Price Table Border Line Styles
Style Settings for Price Line Item Notes
Changing/Removing Price Table Column Icons
Styling Price Table Sub-headings
Styling the Price Table Totals Section
Styling the Price Table Grand Total
Sales Quote Templates
Creating Sales Quote Templates
Edit Existing Sales Quote Templates
Sales Quote Template Style Settings
Content Libraries
Using Content Libraries in Sales Quotes
Text Library
PDF Library
Deleting PDF documents from your PDF Library
Video Library
Spreadsheet Library
Image Library
Sales Quote Cover Pages
Product Catalogue
What is a Product Catalogue?
Add a Product to your Product Catalogue
Bulk Import Product Data
Discounts & Margins
What Are Profit Margins & Discounts Used For?
Creating Profit Margin Rules
Disable Discounting in Sales Quotes
Creating Automatic Discount Rules
Product Quantity Price Discount Breaks
Sales Teams
What is a Sales Team Used For?
Assigning/Restricting Sales Quote Templates to Teams
Assigning/Restricting Cover Pages to Sales Teams
Assigning/Restricting Product Categories to Teams
Assigning/Restricting Image Library Categories to Teams
Assigning/Restricting Text Library Categories to Teams
Assigning/Restricting PDF Library Categories to Teams
Assigning/Restricting Video Library Categories to Teams
Assigning/Restricting Spreadsheet Library Categories to Teams
Allow Any Team Member To Edit Any Sales Quote
Custom Fields for Sales Quotes
What Are Custom Fields Used For?
How Do I Create Custom Fields?
Adding Custom Fields to your Price Tables
Security Settings
Managing Sales Teams
Managing User Profiles
Managing User Role Settings
Creating Sales Team Managers
Changing a Sales Consultants Email Address
Tax Settings
Adding VAT, GST, Sales Tax, etc to Sales Quotes
Sales Quote Approval Process
Configuring the Order Now Button
Remove the ORDER NOW button in sales quotes
Sales Quote Dashboard
Filtering Sales Quotes On The Sales Quote Dashboard
Exporting Sales Quote Data
Using the Sales Forecast Tool
Recording Customer Contact History & Notes
Manually Update the Status of a Sales Quote to APPROVED
Update the Status of a Sales Quote to
Bulk update Sales Quote Status to
Revising a Sent Sales Quote
Deleting Sales Quotes
Bulk Delete Sales Quotes
Viewing Version History
Customer Address Book
Sales Quote Editor
Editor Basic Features
Creating Sections
Adjusting Fonts and Colours in a Template or Sales Quote
Rows and Columns in the Sales Quote Editor
Add background colour to Rows and Columns
Margins, Padding and Borders for content blocks
Add background images to Rows and Columns
Inserting Text Blocks
Moving Content Blocks (Drag & Drop)
Inserting/Embedding Ad-hoc PDF Files
Inserting Ad-Hoc Images
Inserting Spreadsheets into a Sales Quote
Inserting Data Items Into Text Blocks
Hide Content on a Sales Quote
Price Tables (Basic Features)
Inserting Pricing Tables
Add a Price Line Item into a Sales Quote Price Table
Adding Line Items to a Price Table from the Product Catalogue
Adding Notes (Additional Formatted Content) to a Price Line Item
Sorting Line Items in a Price Table
Change the Order of Columns in a Price Table
Set the Column Alignment in a Price Table
Add a Thumbnail Image to Adhoc Price Line Items
Adding Sections in a Price Table
Sorting Sections (Sub-Headings & Grouped Price Lines) in a Price Table
Add a Discount to a Price Table
Price Tables (Advanced Features)
Grouping Price Line Items and Summarising up to a Sub-Heading
Adding a Subtotal to a Price Table
Allowing Recipients to Change the Quantity to Order
Making Price Lines Optional in a Sales Quote
Allowing Recipients to Choose Price Options
Setting a Repeating Cost in a Sales Quote Price Table
Getting Values from a Spreadsheet to use as a Price in a Price Table
Using Values from a Spreadsheet for a Price Line Item Description?in a Price Table
Price Table Settings - Hide Qty 0 (Zero) Price Line items
Price Table Settings
Change the Currency of a Sales Quote
Removing Tax from a Sales Quote Price Table
Group Repeating Cost Line Items
Switch off the Repeating Costs Feature
Hiding Columns in a Sales Quote Price Table
Show/Hide Price Table Totals
Hide Discount Percentage Saving and Original Price in a Price Table
Adding an 'Additional Fee' to Price Line Items
Formatting Content for PDF
PDF Page Header & Footer Settings
Page Breaks in PDF format of Sales Quotes
Sending Sales Quotes
Preview and Sending Sales Quotes
Resending or Forwarding a Sales Quote
Setting the Default Email Message when Sending Sales Quotes
Document Security
Password Protect a Sales Quote
How to get Email Support
Billing and Payment Details
QuoteCloud Extensions
How to Install a Plugin (Software Extension)
How to Remove a Plugin (Software Extension)
Payments
e-Signatures
Form Builder
Adding a Form to a Sales Quote
Stying a Form
Inserting a Data Field onto a Form
Sorting Data Items in a Form
Making a Data Item Mandatory (*)
Splitting a Row in a Form into Multiple Columns
Adding Text Content Blocks to a Form
Allowing Multiple Data-Set Submissions for a Group of Input Fields
Configuring a Form to allow Multiple Submissions
Telco Plugin (Contracts and Plans)
Create & Manage Mobile Device Pricing
Create & Manage Mobile Phone Service Plans
Create a Sales Quote for a Mobile Device
Managing Phone System Hardware & Licenses
Create Business Phone System Service Plans
Create a Sales Quote for Business Phone Systems
Managing and Assigning Add-ons for Service Plans
Setting a Start and/or End Date for Service Plans
Critical Information Summaries
Workflow Plugin
Installing the QuoteCloud Workflow Plugin
Set-up Sales Quote Approvals Process
Configure Workflow Approval Only When a Sales Quote is Discounted
Setup Customer Reminders
Email Campaigns
Create an Audience & add Subscribers
Edit a Contact in an Audience
Creating Tags for Contacts
Email Campaigns - Plugin - Manually Unsubscribe a Contact from an Audience
Email Marketing - Import Contacts into an Audience
Permanently Delete a Contact from an Audience
Travel Itineraries Plugin
Travel Itinerary Arrival Guides
Integration
Integration Using Zapier
Zapier University
Integration Using API
TRY IT FREE
LOGIN
User Guide - Sales Quote Styling
Design your own Cover Page Layout
Public Cover Page Library
Updating Your Cover Pages
Setting the Default Table Style
Uploading Your Company Logo
Changing the Tab Style in Sales Quotes
Fonts and Colour Schemes
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