Sales Quote Template Page Style Settings
When creating a sales quote template you can override the default company wide page style settings, this feature allows you to be specific on how you want your sales quote template to look.
This guide will explain the available settings.
First edit one of your existing sales quote templates. (or create a sale quote template from one of your existing sales quotes click here to learn how to create a sales quote template)
To edit an existing sales quote template, click on the Content Library menu from the Sales Quote Dashboard, and select the menu option Templates. (as shown below)
Click on the Edit button next to the corresponding sales quote template that you want to change
In the left side column (the section tabs), now click on the first section on your sales quote (the About section, as shown in the screenshot below).
In the right-hand side of the page there is a column of icons, these are the different types of settings available.
Cover Pages Settings
Click on the icon labelled Cover
The Cover option will allow you to set a default cover page image, and adjust styling of the information blocks on the cover page.
To select a cover page image, scroll through the available cover page images and click on the preferred default for this sales quote template. If they choose, sales consultants can change the cover page from this default when they create sales quotes using this sales quote template.
If you want to add to the available cover page images click here to learn how this is done.
Next click on the Cover Page Settings option, as shown below.
The features available for cover pages are as follows:
Show Cover Page - this switch will allow you to switch on and off the cover page, when the switch is green, cover pages will be used for this sales quote template, if the switch is set to the off position, then cover pages will not be used.
Hide Proposal Title & Sub-title details - This switch will hide or show the Proposal Title and Sub-title information box on the cover page (the top information box on the cover page). When the switch is in the green position you are hiding this information box on all sales quotes using this sales quote template.
Hide Sender & Recipient details - This switch will hide or show the Sender & Recipient details information box on the cover page (the bottom information box on the cover page). When the switch is in the green position you are hiding this information box on all sales quotes using the sales quote template.
Make content areas transparent - This switch will make the background of the two information boxes transparent. You can totally hide the background of the information boxes if you set the transparency slider all the way to the right ie. 100% transparent. This is useful if you want to have a sylised background for the informaiton section as seen in the example on the right.
When you use the transparency function, you will also notice that there is a text colour picker available. This will allow you to set the font text colour for the information that is overlayed on your cover page image, this is useful to make sure the text can be read properly by your customer when rendered over the background cover page image.
Approval Settings
Click on the Approval Settings option in the right-hand column of options. You will see the options displayed as shown below.
The Approval Settings options offer the following features:
Redirect Link - This feature allows you to specify a URL (web page) that your customer is redirected to after to approve a sales quote. This is useful if you have a special business process that is initiated on a customer's approval of a sales quote.
For example, if you were a land surveyor you might want to collection information about the land and buildings on a site to prepare for delivery of the land survey by the surveyor. This process could be anything that could be delivered by a website. QuoteCloud will simply redirect the customer to the URL you type here.
There are special QuoteCloud "request arguments" that can be added to the URL to pass information to the web page, such as the quote id. The available arguments are:
Example URL:
http://www.yourwebaddress.com?proposalId=${proposalId}&proposalStatus=${proposalStatus}&proposalCost=${proposalCost}&proposalCreate=${proposalCreate}&proposalExpiry=${proposalExpiry} Available arguments:
${proposalId}
${proposalStatus}
${proposalCost}
${proposalCreate}
${proposalExpiry}
Note: you do not have to use all the above arguments in your URL. Speak to your web developer for further information on URL request arguments.
Show "Order Now" button - If this check box is ticked, then all sales quotes using this sales quote template will display the Order Now button when a customer views a sales quote. The Order Now button is the button that a customer clicks on to accept your quote.
Page Settings
Page Settings provide the formatting options for content in your sales quotes that use this sales quote template. Click on the Page Settings option in the right-hand column of options.
The avialable page settings for your sales quote templates are:
Colour Scheme - choose the default colour scheme for sales quotes using this sales quote template. The colour scheme can be changed by the sales consultant when they create sales quotes using this sales quote template.
Hide All Section Titles - this switch will allow you to hide the section titles in the sales quotes using this sales quote template. When the switch is in the GREEN state you are hiding the Section Titles in sales quotes.
Show Tabs - this switch will allow you to hide the navigation tabs (the tabs appear on the left-hand side when the customer views a sales quote). When the switch is in the GREEN state you are hiding the navigation tabs in sales quotes.
Orientation - This is the page orientation when view a sales quote, the switch can toggle between portraite and landscape. This setting effects both the webpage view and PDF document for all sales quotes using this sales quote template. This setting will also affect the cover page images that can be used for this sales quote template, and the sales quotes created using this sales quote template.
Headings and Fonts
Click on the label Headings and Fonts (as shown below) to adjust the heading and font settings for your sales quote template.
There are five sections in this settings area:
- Section Heading
- Heading 1
- Heading 2
- Heading 3
- Body
Each of the above sections adjust the type of text content described by the label. Click on the first option Section Heading, you will see the available options displayed as shown below.
The available settings in the Section Headings area are:
Font - select the font face to be used for your Section Headings in sales quotes using this sales quote template.
Size - select the font size to be used for your Section Headings in sales quotes using this sales quote template.
Custom colour - use this switch to override the theme colour used for Section Headings, by default the sales quote template setting will be set to use the theme colour. If you set this switch to the ON state, ie when the switch is in a GREEN state, you can then choose your own colour for Section Headings
Uppercase Headings - use this switch to force Section Headings to be UPPERCASE.
Underline Headings - use this switch to force Section Headings to be underlined
Bold Headings - use this switch to force Section Headings to be bold
The above settings described for Section Headings are exactly the same for Heading 1, Heading 2, and Heading 3.
Click on the Body options to adjust the available settings for body text (as shown below). Body normal text ie. text that is not a heading.
The available settings in the Body text area are:
Font - select the font face to be used for your Body Text in sales quotes using this sales quote template.
Size - select the font size to be used for your Body Text in sales quotes using this sales quote template.
Font Colour - use this colour selector to set the colour for body text.
PDF Page Headers and Footers
Click on the opton PDF Page Headers & Footers to display the available options (as shown below).
In this section you can set the content that is used in the PDF version of sales quotes created form this sales quote template.
Click on the option Page Header and you will see the options as shown below.
The options available for PDF Page Headers are:
Show Top Header on all Content Pages - This switch will allow you to set a page header in the PDF version of all sales quotes using this sales quote template. By default a page header will not be set for the PDF version of sales quotes.
If you want to create content in the PDF Page Headers you must set this switch to the ON position i.e. the switch is GREEN.
Font Colour - this is the font colour used for any text added to the PDF Page Header.
Background Colour - this is the background colour of the PDF Page Header.
Header Sections:
This set of drop downs (left, Center and Right) allow you to select what type of content to display in the PDF Page Header (Left, is the left side of the page; Center, is in the middle; Right is for the right-hand side of the page header)
Click on one of the drop downs, and you will see the available options to choose from. The available options are:
Blank - No content set
Logo - Display your company logo - click here to learn how to upload your company logo
Text - Display a text bock
Page Counter - Display the current page number
Sent Date - Dsiplay the date the sales quote is sent to the customer
Title - Display the Sales Quote Title
Company Name - Display your company name - your company name comes from Payment Settings area in QuoteCloud (click on the Account menu on the User Dashboard)
PDF Page Footer
The exact same options descibed above for PDF Page Header also work the same for Page Footer.
Content Settings
Click on the Content Settings option as shown below
In this area you are able to set the spacing (padding) around the text content elements.
Padding
The Padding section allows you set the amount of space (measured in pixels) around the page content (text, images, spreadsheets, etc). There are four input fields positions to illustrate the top, left, right and bottom areas of content. Type a value measured in pixels in each input field to set the spacing aroung the content in a sales quote.
Section
The Section area consists of three values:
Section Spacing - set the gap between each Section in a sales quote
Heading Top Spacing - set the gap above a heading
Heading Botton Spacing - set the below the heading
Tab Style Setting
The final option in the Page Settings area for sales quote templates, it to set the look of the section navigations tab. These are the tabs that appear on the left-hand side of the sales quote when a customer is view the quote in a web browser (not applicable to the PDF version of a sales quote). The Setion Navigation Tabs allow the customer to skip to a section of interest rather than scrolling down the page, particularly useful if your sales quotes contain a lengthy amount of information.
As shown below there are two available tab styles, click on the check box of the tab style to use for this sales quote template.
More Options
Click on the More... button in the right hand column of available settings, as shown below.
The Show "Discussion" Button option allows you to switch on/off the discussion feature available when customers view a sales quote. This feature allows a customer to type a question or make a comment about the sales quote, which is emailed to the sales consultant.
If you want this feature disabled, leave this checkbox unticked. If you want the feature available to customers for sales quotes using this sales quote template, then make sure you tick this checkbox.