QuoteCloudDocument Templates & Workflow
Create, publish and manage templates and document workflows.
Document Approval Process
5 guides- Approve or Reject a DocumentLearn how to approve or reject a document in QuoteCloud. Control document workflows by making approval decisions that ensure accuracy and compliance.
- Configuring the Accept Button in QuoteCloudLearn how to configure the Accept button in QuoteCloud documents and templates. This guide shows you how to enable the button, customise the label, add confirmation text, and include an optional redirect link to complete your document approval workflow.
- Proceed with the Approved or Rejected DocumentLearn how to proceed with an approved or rejected document in QuoteCloud. Manage workflow outcomes efficiently and keep your approval process moving forward.
- Remove the Accept button in Documents and templatesLearn how to configure the "Accept" button in QuoteCloud by enabling the accept feature, customising the button text, adding confirmation messaging, and setting an optional redirect link. This guide helps streamline your document approval process and improve client experience.
- Request Approval Before Sending a DocumentLearn how to request approval before sending a document in QuoteCloud. Ensure proper review and approval processes are completed prior to document distribution.
Document Templates
14 guides- Browse Template By CategoriesLearn how to filter templates by category in QuoteCloud to quickly find proposal, quote, and other document templates.
- Create a New TemplateLearn how to create a new template in QuoteCloud using a blank template, assign a template category, and start designing your own documents.
- Creating & Using Document TemplatesLearn how to create and use document templates in QuoteCloud to standardize formatting, streamline your workflow, and quickly generate professional documents for your clients.
- Creating Custom Data Items for a Specific Template or DocumentLearn how to create custom data items that are unique to a single template or document in QuoteCloud, giving you flexibility without affecting global settings.
- Duplicate a TemplateLearn how to duplicate an existing template in QuoteCloud to quickly create a copy for editing without affecting the original template.
- Edit a TemplateLearn how to edit an existing template in QuoteCloud using the Document Editor to customize layouts, content, and design.
- Edit, Duplicate & Delete Existing Document TemplatesDiscover how to edit, duplicate, and delete Sales Quote templates in QuoteCloud. Manage your templates easily to keep your Sales Quotes up-to-date and organized
- Rename and Move a TemplateLearn how to rename a template and move it to a different template category in QuoteCloud to keep your template library organized.
- Search TemplatesLearn how to quickly find templates in QuoteCloud by searching for a template name using the built-in search bar.
- Set a Template to PublishedLearn how to publish a draft template in QuoteCloud, making it available for use when creating new documents.
- Using Global Custom Data Items in Document Templates and DocumentsDiscover how to insert global custom data items into your document templates in QuoteCloud, ensuring consistent and reusable information across all documents.
- View a TemplateLearn how to preview a template in QuoteCloud before publishing or using it, allowing you to review the final document layout and content.
- View All TemplatesLearn how to access and view all available templates in QuoteCloud from the Templates section.
- View Draft TemplatesLearn how to access and manage Draft Templates in QuoteCloud to view unpublished templates before they are published.
Document Approval Workflow Configuration
9 guides- Add a NodeLearn how to add a node in a QuoteCloud workflow. Build custom approval paths by inserting nodes to control the flow of your processes.
- Add a Ready or Reject NodeLearn how to add a ready or reject node in a QuoteCloud workflow. Define actions for documents that are approved or rejected to control workflow outcomes.
- Add a Switch (Condition) NodeLearn how to add a switch (condition) node in a QuoteCloud workflow. Direct workflow paths based on specific conditions for flexible approvals.
- Add an approval nodeLearn how to add an approval node in a QuoteCloud workflow. Assign approvers and define steps to streamline your document approval process.
- Configure Workflow TriggerLearn how to configure a workflow trigger in QuoteCloud. Automate actions based on conditions to streamline your document approval process.
- Creating a New Approval WorkflowLearn how to create a new approval workflow in QuoteCloud. Set up multi-step approvals, assign approvers, and streamline your document approval process.
- Creating a New Workflow from TemplateLearn how to create a new workflow from a template in QuoteCloud. Quickly set up approvals and processes using pre-configured workflow templates.
- Delete NodeLearn how to delete a node in a QuoteCloud workflow. Simplify and optimise your approval process by removing unwanted workflow steps.
- Manage a WorkflowLearn how to manage a workflow in QuoteCloud. Edit steps, update approvers, and maintain smooth approval processes for your documents.