Content libraries are used to help sales consultants add valuable content to their sales quotes. The objective of content libraries are to centralise the development of resuable content, that would not normally be part of a Sales Quote Template.
For example, the administrator of the content libraries may provide a library of spreadsheets to perform calculations such as an "energy savings calculator for installing home solar panels" , or "quatity of wall paint calculator based on teh size of a property". This type of spreadsheet content is saves time for you sales consultants when preparing sales quotes; and will be a valuble resource to help win more sales for your business.
The types are content libraries are:
This user guide topic provides information to manage the Spreadsheet Content Library.
Does your user account have access to manage the Spreadsheet Content Library?
Ensure your QuoteCloud user account has access to manage the content libraries, if you do not have access to manage the content libraries, ask your administrator to provide the access to this user role priviledge. Instructions to update a user role to assign rights to manage the Spreadsheet Content Library are as follows:
Click on the Configuration menu on the Sales Quote Dashboard, then select the option Manage Users & Roles.