QuoteCloudDocument Editor
Build and style documents, from layouts and images to e-signatures and PDFs.
Document Editor - General Use
4 guides- Creating a Two-Column (or Many Columns in a Row) LayoutLearn how to create a two-column layout in QuoteCloud documents using rows and columns for better content organisation and visual appeal.
- Inserting Videos or YouTube Links into a DocumentEmbed YouTube or Vimeo videos into QuoteCloud documents for inline playback and higher engagement.
- Making a Row Full Page Width (Toggle Switch)Learn how to make a row containing content blocks span the full page width in QuoteCloud documents, creating edge-to-edge page content
- Reordering Rows (Containers) and Columns in a DocumentLearn how to reorder rows (containers) and columns in QuoteCloud documents to adjust layout and improve visual flow.
Basic Features
7 guides- Add a Document SectionLearn how to add a new document section in QuoteCloud. Step-by-step instructions to organise and structure your content effectively.
- Add Recipients While Editing a DocumentLearn how to add recipients to your QuoteCloud documents while editing, ensuring the right people receive the final document for review or signature.
- Creating New Pages in a DocumentLearn how to quickly add new pages to your document, whether at the end or between existing pages. This step-by-step guide makes it easy to expand your document layout and keep your content organized.
- How to Use an Anchor Link in Your DocumentLearn how to create and use anchor links in QuoteCloud documents, enabling readers to jump directly to specific sections within your document or links to a website.
- Manage Container VisibilityLearn how to manage container visibility in QuoteCloud. Control which content blocks are displayed to create dynamic and personalised documents.
- Manage Page VisibilityLearn how to manage page visibility in QuoteCloud. Control the display of pages to create dynamic, tailored documents for different audiences.
- Show or Hide the Section Tabs in the Document ViewerLearn how to show or hide the Section Tabs in the Document Viewer for recipients. This guide explains where to find the toggle in the Document Editor and how controlling section navigation can improve the viewing experience for your recipients.
Container & Page Layout Features
2 guides- Duplicating or Copy/Pasting a RowLearn how to duplicate or copy/paste rows in QuoteCloud documents. Save time by reusing content blocks and maintaining consistent layouts.
- Making a Row Full Page WidthLearn how to make a row span the full width of a page in QuoteCloud using the toggle switch. Perfect for creating full-width content such as images, banners, or videos.
Adding Images and Multi-Media
6 guides- Adding an Image GalleryLearn how to add a beautiful image gallery to your document. This step-by-step tutorial covers uploading images, selecting from a built-in image library, and arranging them into a clean, professional layout for better visual impact.
- Adding Background Images to a PageLearn how to add background images to a page in QuoteCloud. Enhance your documents with customised visuals that support your brand and message.
- Adding Images Inside a Text BlockLearn how to insert images directly inside a text block using the editor toolbar. This step-by-step guide covers selecting an image, uploading your own, or choosing from images library helping you create engaging, visually rich documents with ease.
- Adding Images to Your DocumentLearn how to add images to your document using multiple methods upload from your computer, drag and drop, or choose from a built-in image library. This step-by-step guide makes it easy to enhance your document with visuals.
- Dragging an Image File onto the DocumentLearn how to add images to your QuoteCloud document by dragging them directly from your computer, making it quick and easy to include visuals.
- Embedding and Displaying Ad-Hoc PDF Files (Inline or as a Button)Learn how to embed ad-hoc PDF files into your document using inline previews or clickable attachment buttons. This step-by-step guide shows you how to upload, place, and display PDF files to enhance your document’s functionality and user experience.
Image Creation & Canva Editing
5 guides- Add Canva Images to a Gallery BlockLearn how to add images designed or edited in Canva directly into a Gallery Block in your document. This guide will show you how to open the Canva editor from the Gallery Block settings, create or update your images, and automatically insert them back into your gallery with just
- Apply Canva Backgrounds to Containers and ColumnsLearn how to apply Canva-designed backgrounds to containers and columns in your document. This guide shows you how to open the Canva editor from the background settings, create or edit a background, and insert it directly into a specific container or column to enhance your layout
- Create a Page Background Using CanvaLearn how to create a custom page background using Canva and apply it to your document. This guide shows you how to open the Canva editor from the page background settings, design your background, and insert it directly into your page for a polished, professional look.
- Create an Image Block Using CanvaLearn how to create an Image Block in your document using Canva. This guide shows you two methods: designing an image directly in the Canva editor from the block options, or uploading a Canva-designed image through a standard Image Block. Once you finish editing in Canva and retu
- Create and Embed a PDF Page with CanvaLearn how to create and embed a PDF page using Canva and insert it directly into your document. This guide shows you how to open the Canva editor from the page options, design or import your PDF, and seamlessly embed the finished page into your document layout.
Margins, Padding, and Borders
5 guides- Adjusting Left and Right Margins Using the Ruler and Page SettingsLearn how to adjust left and right margins in QuoteCloud documents using the ruler or page settings for precise layout control.
- Formatting Price Table Totals SectionLearn how to customise the Price Table Totals section in QuoteCloud, including adjusting labels, layout, and styling for professional documents.
- Setting Borders for Rows, Columns, and Content BlocksLearn how to customise borders in QuoteCloud documents, adjusting width, colour, and style for rows, columns, and content blocks to enhance layout and readability.
- Setting Margins, Padding, and Borders for Containers, Columns, and Content BlocksLearn how to adjust margins, padding, and borders for containers, columns, and content blocks in QuoteCloud documents to control spacing and layout.
- Setting margins, padding, and borders for content blocks (all types)Learn how to adjust margins, padding, and borders for any content block in QuoteCloud to control spacing and improve document layout.
Rows / Columns, Text Blocks & General Document Settings
6 guides- Adding Columns to a Row and Inserting ContentLearn how to add new columns within a container to customise your document layout. This step-by-step guide shows you how to insert columns and place content blocks, making it easy to create flexible, multi-column designs.
- Changing the Document TitleLearn how to quickly change the title of your document within the editor. This step-by-step guide helps you keep your documents organized and easy to identify with clear, updated titles.
- Creating a fixed-height page and adding a background imageLearn how to set a fixed height for your page and add a background image to enhance your document’s design. This step-by-step guide covers enabling fixed height, choosing background types, and customizing the look with your own images or Unsplash options.
- Creating New Pages in a DocumentLearn how to quickly add new pages to your document, whether at the end or between existing pages. This step-by-step guide makes it easy to expand your document layout and keep your content organized.
- Inserting Data Items into Text BlocksLearn how to effectively use the Text Editor widget to add, edit, and format content blocks. This step-by-step guide shows you how to insert text blocks, use formatting tools, and create clean, professional content with ease.
- Using the Text Editor widgetLearn how to effectively use the Text Editor widget to add, edit, and format content blocks. This step-by-step guide shows you how to insert text blocks, use formatting tools, and create clean, professional content with ease.
E-Signatures
9 guides- Assigning a Recipient to E-SignatureLearn how to assign a recipient to an e-signature in QuoteCloud. Ensure the correct signer is selected before sending your document.
- Customising Your E-Signature BlockLearn how to customise your e-signature block in QuoteCloud. Personalise signatures, add images, and adjust layouts for professional documents.
- E-Signatures (Draw, Type, or Upload signature)Discover how to add e-signatures in QuoteCloud by drawing, typing, or uploading a signature image. A simple way to finalise and approve documents digitally.
- Edit a Recipient to an E-SignatureLearn how to edit a recipient for an e-signature in QuoteCloud. Ensure the correct signer is selected before sending your document.
- How to Add an E-Signature Block to Your DocumentLearn how to add an e-signature block to your document in QuoteCloud. Easily insert and position signature fields for efficient document signing.
- How to Sign an E-Signature Block as a Document RecipientLearn how viewers can sign an E-Signature block in QuoteCloud documents by drawing, typing, or uploading their signature securely.
- Making an E-Signature Required or OptionalLearn how to make an e-signature field required or optional in QuoteCloud. Ensure critical documents are signed while providing flexibility where needed.
- Turning Pointer Option On or OffLearn how to turn the pointer option on or off in QuoteCloud’s e-signature block. Control pointer visibility for precise and professional document signing.
- What is an E-Signature Block?An E-Signature block in QuoteCloud is a dedicated section placed in your document that allows recipients to sign electronically by drawing, typing, or uploading a signature.
Colour & Styling Backgrounds
7 guides- Adding Background Images to a ColumnLearn how to enhance your document layout by adding background images to individual columns. This step-by-step guide covers image selection, uploads, overlay effects, and opacity adjustments using the QuoteCloud editor.
- Adding Background Images to a ContainerDiscover how to add background images to containers in your document layout. This step-by-step guide walks you through image selection, upload, opacity control, and styling options to make your content more visually appealing.
- Adding background images to content blocksLearn how to add background images to all content blocks in your document. This step-by-step tutorial covers selecting or uploading images, applying them to each block, and customizing background settings for a cohesive visual design.
- How to Add Background Colour for a ContainerDiscover how to customise your document by adding a background colour to a container. This step-by-step guide covers accessing container settings, selecting colour options, and applying visual styles to improve layout clarity and visual hierarchy.
- Set Page Background Colour in DocumentsLearn how to set or change the background colour of a page in your QuoteCloud document to enhance branding and presentation.
- Setting background colour for a column (Single and Multiple)Learn how to apply background colours to specific columns in your document layout. This step-by-step guide shows you how to access column settings, choose from a range of colours, and personalise your content for better visual impact and branding.
- Setting background colour for a content blockLearn how to add background colours to content blocks in your document editor. This step-by-step guide shows you how to choose, apply, and preview colours to customise your layout and improve visual consistency.
Container & Page Layout Tools
2 guides- Duplicating or Copy/Pasting a RowLearn how to duplicate or copy/paste rows in QuoteCloud documents. Save time by reusing content blocks and maintaining consistent layouts.
- Making a Row Full Page WidthLearn how to make a row span the full width of a page in QuoteCloud using the toggle switch. Perfect for creating full-width content such as images, banners, or videos.
Formatting Content for PDF
3 guides- Adding Page Breaks (for PDF export of Documents)Learn how to insert page breaks in QuoteCloud documents to control layout and pagination when exporting to PDF.
- Adding PDF Page Header & FootersLearn how to add and customize PDF page headers and footers in QuoteCloud. Follow our easy tutorial to include logos, dates, and legal text for a consistent, professional output.
- How To Set A Container Height To Be Full Page (Based On The Page Size Being Used For PDF Format)Learn how to set a container height to match a full page size when exporting QuoteCloud documents to PDF, ensuring clean layouts and professional formatting.
Document Security
1 guideAdditional Topics
3 guides- Hide Document Content From a RecipientLearn how to hide specific sections of a QuoteCloud document so certain recipients cannot view them. Step-by-step instructions included.
- Hiding Content in the PDF Format of DocumentsLearn how to hide specific content when exporting QuoteCloud documents to PDF, ensuring recipients see only the intended sections.
- How To Set A Container Height To Be Full Page (Based On The Page Size Being Used For PDF Format)Learn how to set a container height to match a full page size when exporting QuoteCloud documents to PDF, ensuring clean layouts and professional formatting.
Gantt Charts - Introduction & Setup
4 guides- Adding a Gantt Chart block to your documentLearn how to add a Gantt Chart block to your QuoteCloud document. Step-by-step instructions to visually present project timelines and milestones.
- Understanding the default structure of the Gantt ChartLearn about the default structure of the Gantt Chart in QuoteCloud. Understand how tasks, timelines, and milestones are organised for effective project planning.
- What is the Gantt Chart content block?Discover the Gantt Chart content block in QuoteCloud, a visual tool for planning and tracking project tasks, timelines, and milestones.
- When and why to use a Gantt Chart in sales documentsLearn when and why to include a Gantt Chart in your sales documents. Discover how visual timelines improve client understanding and project transparency.
Gantt Charts - Customising the Appearance
2 guides- Customising the Gantt Chart Layout to Fit Within a Page or SectionLearn how to customise the Gantt Chart layout in QuoteCloud to fit within a page or section. Optimise space and improve readability of your project timelines.
- Expanding/Collapsing Task Groups or PhasesLearn how to expand or collapse task groups or phases in QuoteCloud’s Gantt Chart. Organise and view project timelines clearly for better project management.
Gantt Charts - Tasks and Timeline Management
3 guides- Add Tasks to a Gantt ChartLearn how to add tasks to a Gantt Chart in QuoteCloud. Step-by-step instructions to build and organise your project timeline effectively.
- Creating task dependencies (e.g. Task B starts after Task A ends)Learn how to create task dependencies in QuoteCloud’s Gantt Chart. Link tasks so one starts after another ends to improve project scheduling and workflow.
- Editing task names, durations, and start/end datesLearn how to edit task names, durations, and start/end dates in QuoteCloud’s Gantt Chart. Step-by-step instructions to keep your project timeline accurate and up to date.
Spreadsheets - Introduction & Setup
3 guides- Adding a Spreadsheet Content Block to Your DocumentLearn how to add a Spreadsheet Content Block in QuoteCloud to manage data, perform calculations, and present information in table format.
- Resizing Column Widths and Row Heights in a SpreadsheetLearn how to resize column widths and row heights in the QuoteCloud Spreadsheet block. This guide shows you how to adjust spacing, prevent text from overlapping, and keep your table clean, readable, and well-organised.
- Selecting Cells, Rows, and Columns in a SpreadsheetLearn how to add a Spreadsheet Content Block in QuoteCloud to manage data, perform calculations, and present information in table format.
Spreadsheets - Entering & Managing Data
7 guides- Adding Rows and Columns to a Spreadsheet BlockLearn how to add rows and columns to a Spreadsheet Block in QuoteCloud to expand and organise your data effectively.
- Deleting Rows and Columns from a Spreadsheet BlockFind out how to delete rows and columns from a Spreadsheet Block in QuoteCloud to clean up and simplify your data.
- Entering and Managing Data in the Spreadsheet BlockLearn how to enter, edit, and clear data in the Spreadsheet Block. This guide covers typing values, editing cells using the Formula Bar or directly in the cell, double-click editing, and clearing single or multiple cell contents. Perfect for managing data quickly and accurately i
- Formatting Cell Content in Spreadsheet BlocksLearn how to format cell content in QuoteCloud Spreadsheet Blocks, including text, numbers, currency, and percentages for clear data presentation.
- Merging and Unmerging Cells in Spreadsheet BlocksDiscover how to merge and unmerge cells in QuoteCloud Spreadsheet Blocks to create cleaner layouts and organised table structures.
- Using Drag-to-Fill in the Spreadsheet BlockLearn how to use the Drag-to-Fill feature in the Spreadsheet Block to quickly repeat values, extend patterns, and apply formulas across multiple rows. This guide walks you through entering a formula, selecting cell values, and using the fill handle for fast and efficient data man
- Using Formulas for Calculations in Spreadsheet BlocksLearn how to use formulas like sum, average, multiplication, and more in QuoteCloud Spreadsheet Blocks to automate calculations.
Spreadsheets - Styling and Formatting
6 guides- Adding Borders to Cells or Cell Groups in a SpreadsheetLearn how to add borders to cells or groups of cells in QuoteCloud spreadsheets to improve readability and highlight key data.
- Applying Background Colour to Cells, Rows, or ColumnsLearn how to apply background colours to individual cells, entire rows, or full columns in QuoteCloud spreadsheets for improved clarity and visual impact.
- Changing Font, Colour, Alignment, and Background Colours in Spreadsheet CellsDiscover how to customise font, text colour, alignment, and background colours in QuoteCloud spreadsheets to make your data clear and professional.
- Clearing Formats in the Spreadsheet BlockLearn how to reset cell formatting in the Spreadsheet Block. This guide shows you how to clear formatting from a single cell, multiple selected cells, and how to use the Clear Format icon in the spreadsheet toolbar to quickly remove styling and return cells to their default appea
- Duplicating or Copy/Pasting a Spreadsheet RowLearn how to duplicate or copy/paste rows in QuoteCloud Spreadsheet Blocks to quickly replicate data and streamline table management.
- Wrapping Text Within Spreadsheet CellsLearn how to wrap text inside spreadsheet cells in QuoteCloud to keep content visible, tidy, and easy to read without overlapping other cells.
Spreadsheets - Document Integration
1 guideFlowchart Content Block - Introduction & Setup
4 guides- Adding a Diagram Content block to your documentLearn how to add a diagram content block to your document in QuoteCloud. Create professional diagrams to illustrate processes and ideas clearly.
- Adding new shapes and nodes to the flowchartAdd shapes and nodes to your QuoteCloud diagrams to design flowcharts, organisation charts, entity relationship models, and data flow diagrams with ease.
- Understanding the default flowchart layout and shapesDiscover how QuoteCloud’s default flowchart layout and shapes work. Learn the basics of diagram design to create clear, professional visuals.
- What is the Diagram Content Block?Understand the Diagram content block in QuoteCloud. Learn how to use it to create visual diagrams and flowcharts directly within your documents.
Flowcharts - Creating & Editing Flowcharts
3 guides- Connecting shapes with arrows and linesLearn how to connect shapes in QuoteCloud diagrams using arrows and lines. Create clear flowcharts, org charts, ER models, and data flow diagrams.
- Editing shape text and styles (colour, font, size)Learn how to edit text inside shapes and customise styles like colour, font, and size in QuoteCloud diagrams. Perfect for flowcharts, org charts, and data models.
- Moving, resizing, and deleting shapes and connectorsLearn how to move, resize, and delete shapes and connectors in QuoteCloud diagrams. Easily adjust flowcharts, org charts, and data models to fit your layout.
Flowcharts - Customising Appearance
6 guides- Adding Borders to Cells or Cell Groups in a SpreadsheetLearn how to add borders to cells or groups of cells in QuoteCloud spreadsheets to improve readability and highlight key data.
- Applying Background Colour to Cells, Rows, or ColumnsLearn how to apply background colours to individual cells, entire rows, or full columns in QuoteCloud spreadsheets for improved clarity and visual impact.
- Changing Font, Colour, Alignment, and Background Colours in Spreadsheet CellsDiscover how to customise font, text colour, alignment, and background colours in QuoteCloud spreadsheets to make your data clear and professional.
- Clearing Formats in the Spreadsheet BlockLearn how to reset cell formatting in the Spreadsheet Block. This guide shows you how to clear formatting from a single cell, multiple selected cells, and how to use the Clear Format icon in the spreadsheet toolbar to quickly remove styling and return cells to their default appea
- Duplicating or Copy/Pasting a Spreadsheet RowLearn how to duplicate or copy/paste rows in QuoteCloud Spreadsheet Blocks to quickly replicate data and streamline table management.
- Wrapping Text Within Spreadsheet CellsLearn how to wrap text inside spreadsheet cells in QuoteCloud to keep content visible, tidy, and easy to read without overlapping other cells.