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 is to centralize the development of reusable 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 product specification PDF documents used in sales quotes to provide detailed product data for products being sold, or it may be valuable to provide complex content page layouts in PDF form to embed as part of sales quotes to create high impact content to impress clients.  Skilled graphic designers produce this type of PDF document. It is a valuable resource for sales consultants who are always looking to differentiate themselves against their competition.

The types are content libraries are:

  • Text
  • PDF
  • Video
  • Images
  • Spreadsheets
  • Products catalogue

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 them access to these user role privileges.  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 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 into the Roles data field and select the User Role that has privileges 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 select the Spreadsheet option.

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 spreadsheet files. You can click on the Edit button to update any existing spreadsheet asset. To delete a video asset, 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 asset. Click on the New Item button (bottom left of the screen).

You will now see the Add Item window (as shown 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-categorization to help users find the Spreadsheet they need to use in a sales quote.

Finally, create your content in the Spreadsheet tool, 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