System Default Font Settings

Introduction

QuoteCloud is designed to automate as much of the layout & presentation in sales quotes as possible. When you first start with QuoteCloud, your default setup may need some slight adjustment to fit your organisation branding style perfectly.

There are two places to set font settings:

1. System Default - used when a sales consultant starts with a blank document, i.e. does not use a sales quote template.

2. Sales Quote Template - each of your sales quotes templates can have independent font settings.

Setting system default font settings

Click on the Configuration menu in the top menu of the Sales Quote Dashboard, and select the option Settings, then select Default Style Settings.

Sales Quote and Sales Proposal Software - System Default Font Settings - illustration 1

You will now see the Edit Styles window as shown below.

Sales Quote and Sales Proposal Software - System Default Font Settings - illustration 2

Make sure you have the Headings and Fonts tab selected.

There are several elements that font settings are applied, these are:

Section Heading - the name of the section created in a Sales Quote
Heading 1 - used when you make text in a Heading 1 in the text editor
Heading 2 - used when you make text in a Heading 2 in the text editor
Heading 3 - used when you make text in a Heading 3 in the text editor
Body - this is the main text content when you create a text block in your sales quotes. It is also used for the pricing table.

The process to adjust the font settings for all the above content elements is the same; we will use the Body element as an example in the tutorial.

Click on the Body section (as shown below).