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Managing the Spreadsheet Content Library


Introduction

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:

  • Text
  • PDF
  • Video
  • Images
  • Spreadsheets

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

Click on the Edit button for the user account you would like to update.

Click on the Enrollment tab to view the User Role setting.

Click in to the the ROLES data field and select the User Role that has priviledges to manage the Spreadsheet Content Library.  

Managing the Spreadsheet Content Library

To access the function to update the Spreadsheet Content Library, click on the Content Libraries menu on the Sales Quote Dashboard, and then select the option Spreadsheets.

You will now see the Spreadsheet Content library (as shown below).  The page consists of a filter on the left where you can filter to show certain categories of Spreadsheet files, and on the right will be the list of the current Video files.  You can click on the Edit button to update any existing Spreadsheet file.  To delete a spreadsheet file click on the down arrow on the right of the Edit button and select Delete.

We will now learn how to create a new spreadsheet.  Click on the New Item button (bottom left of the screen).

You will now see the Add Item window (as show below).

Click in the Name data item and type the name for your new Spreadsheet

Click in the Folder data item, and either select New Folder or choose an existing folder category.  These categories are used in the Sales Quote Editor to group similar types of content, this makes it easier for a Sales Consultant to locate a Spreadsheet in a larger Spreadsheet Content Library.

You can now optionally click on a subfolder, (or add a subfolder if required).  Subfolders are useful if your Spreadsheet Library is large and requires further sub-categorisation to help users find the Spreadsheet they need to use in a sales quote.

Finally, create your content in the Spreadsheet tool, or copy and paste a Spreadsheet from Microsoft Excel or Google Sheets, etc

 

 

Now click the Save Changes button to add your new spreadsheet to your Spreadsheet Content Library.

Related User Guide Topics

Deleting PDF documents from your PDF Content Library
14 Mar 2020
If you would like to delete PDF documents from your PDF content library follow these simple steps in this user guide topic
Content Libraries
29 Oct 2019
In addition to adding adhoc content (text, images, PDF's, videos, spreadsheets) using the + Insert button, you can also create and manage a standard library of content which you can then share with your whole sales team.
Text Library
29 Oct 2019
The text content library provides sales consultants a value resource of standard text content blocks to use in their sales quotes
PDF Library
29 Oct 2019
The PDF content library provides sales consultants a valuable resource of PDF documents to use in their sales quotes

Getting Started

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