Managing the Video Content Library


Content libraries are used to help sales consultants add valuable content to their sales quotes.  The objective of content libraries is to centralise 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 video (YouTube or Vimeo hosted) content embed as part of sales quotes to create high impact content to impress clients.  This type of video content is best professionally produced and will be 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

This user guide topic provides information to manage the Video Content Library.


Does your user account have access to manage the Video 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 Video 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 Video Content Library.  

Managing the Video Content Library

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

You will now see the Video Content library (as shown below).  The page consists of a filter on the left where you can filter to show certain categories of Video 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 Video 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 video 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 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 Video asset in a larger Video Content Library.

Next, click on the Video Title data item and type a short description of the video. This video title is displayed in the video library for other users to understand what the video is (without having to play it).

Now copy and paste the video link (this is the link to view the video on YouTube or Vimeo. For example, would be a URL for a YouTube video.


Now click the Save Changes button to add your new video to your Video 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

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