User Guides

Set a Template to Published

Learn how to publish a draft template in QuoteCloud, making it available for use when creating new documents.

Rename and Move a Template

Learn how to rename a template and move it to a different template category in QuoteCloud to keep your template library organized.

Duplicate a Template

Learn how to duplicate an existing template in QuoteCloud to quickly create a copy for editing without affecting the original template.

View a Template

Learn how to preview a template in QuoteCloud before publishing or using it, allowing you to review the final document layout and content.

Edit a Template

Learn how to edit an existing template in QuoteCloud using the Document Editor to customize layouts, content, and design.

Create a New Template

Learn how to create a new template in QuoteCloud using a blank template, assign a template category, and start designing your own documents.

Browse Template By Categories

Learn how to filter templates by category in QuoteCloud to quickly find proposal, quote, and other document templates.

Search Templates

Learn how to quickly find templates in QuoteCloud by searching for a template name using the built-in search bar.

View Draft Templates

Learn how to access and manage Draft Templates in QuoteCloud to view unpublished templates before they are published.

View All Templates

Learn how to access and view all available templates in QuoteCloud from the Templates section.

Navigate Between Contract Plan Pages

Learn how to navigate between Contract Plan pages in QuoteCloud using page numbers and previous/next pagination controls.

Change Records Per Page

Learn how to change the number of Contract Plans displayed per page in QuoteCloud using the Records per Page dropdown.

Delete Multiple Contract Plans

Learn how to delete multiple Contract Plans at once in QuoteCloud using bulk actions to quickly remove obsolete plans from your library.

Select Multiple Contract Plans

Learn how to select multiple Contract Plans in QuoteCloud using individual checkboxes or the Select All option for bulk actions.

Delete a Contract Plan

Learn how to permanently delete a Contract Plan in QuoteCloud using the actions menu and confirmation dialog.

Edit a Contract Plan

Learn how to edit an existing Contract Plan in QuoteCloud by updating plan details, pricing, descriptions, and other settings.

Create a New Contract Plan

Learn how to create a new Contract Plan in QuoteCloud by entering plan details, assigning products, and saving the plan for use in proposals and quotes.

Sort Contract Plans Using Table Column

Learn how to sort Contract Plans in QuoteCloud by clicking table column headers to organize plans in ascending or descending order.

Filter Contract Plans Using Category

Learn how to filter Contract Plans by category in QuoteCloud to quickly display plans belonging to a selected category.

Delete a Contract Plan Category

Learn how to delete a Contract Plan category in QuoteCloud by either transferring its contents to another category or permanently deleting the category and all its contents.

Rename a Contract Plan Category

Learn how to rename Contract Plan categories in QuoteCloud to keep your plans organized and easier to manage.

View Contract Plans

Learn how to access and browse all Contract Plans in QuoteCloud from the Libraries section.

Create a New Company

Learn how to create a new company record by opening Contacts, selecting Create a New Company, entering company details, and saving the record.

Export Contacts to CSV

Learn how to export your QuoteCloud contacts to a CSV file for backup, sharing, or use in other systems.

Import Contacts from CSV

Learn how to import contacts from a CSV file by uploading data, mapping fields, validating rows, and importing contacts into QuoteCloud.

Set a Forecast Month

Learn how to switch views and assign a forecast month to sales opportunities for accurate planning and tracking.

Update Forecast Confidence Levels

Learn how to switch to Kanban view, update forecast confidence levels, and assign a forecast month for better sales tracking.

Filter Forecasts by Month

Learn how to access Sales Forecast and filter forecast data by month to quickly find relevant sales reports.

Filter Forecasts by Confidence

Learn how to open Sales Forecast and filter forecast data by confidence level to quickly review relevant sales insights.

Browse Community Forums

Browse the QuoteCloud Community Forums to connect with users, explore discussions, ask questions, find solutions and FAQs—join the community to get support now.

Setup Payment Settings

Learn how to connect Stripe with QuoteCloud, configure team payment settings, and enable secure online payments for your documents.

Travel Customer Onboarding

Learn how to set up and configure the QuoteCloud Travel Itinerary Add-on. Step-by-step instructions to enable, integrate, and customise itineraries for your quotes and proposals.

Sabre GDS API Configuration Setup

Learn how to configure and set up the Sabre GDS API in QuoteCloud. Step-by-step instructions to connect your Sabre account and enable automated itinerary creation.

Install CCTE Addon

Follow our step-by-step guide to install the QuoteCloud CCTE Add-on. Enable seamless integration for enhanced travel itinerary management within your quotes and proposals.

Delete Unwanted Itinerary Segments

Learn how to delete unwanted itinerary segments in QuoteCloud. Step-by-step instructions to remove outdated or incorrect travel details from your itineraries.

Create Itinerary Document Template

Discover how to create a custom itinerary document template in QuoteCloud. Step-by-step instructions to design, format, and personalise travel itineraries for your clients.

Changing order of itinerary segments

Learn how to change the order of itinerary segments in QuoteCloud. Step-by-step instructions to rearrange travel details for accurate and logical itineraries.

Deleting unwanted itinerary segments

Learn how to assign or remove passengers from flight segments in a flight style itinerary using QuoteCloud. Step-by-step guide for accurate travel documentation.

Adding or editing passenger details from booking information

Learn how to add or edit passenger details from booking information in QuoteCloud. Step-by-step instructions to update traveller records for accurate itineraries.

Manually Create A Travel Itinerary

Learn how to manually create a travel itinerary using QuoteCloud. Use the Itinerary block to generate a complete travel guide, and enhance it with AI-generated images and itinerary suggestions.

Set a Default Style to Apply to Your Itinerary Document Within the Template

Learn how to set a default style for your itinerary documents in QuoteCloud templates. Step-by-step instructions to apply consistent branding and formatting.

Install Sabre Add-on

Learn how to install the QuoteCloud Sabre Add-on. Seamlessly connect Sabre travel data to automatically create and share detailed itineraries in your quotes and proposals.

Enabling or disabling Trip Summary and Weather in itinerary settings

Learn how to enable or disable the Trip Summary and Weather features in QuoteCloud itinerary settings. Step-by-step guide to customise client travel documents.

Create New Itinerary Template

Learn how to create a new itinerary template in QuoteCloud. Step-by-step instructions to design, customise, and save templates for professional travel itineraries.

Copy an Existing Travel Document Template

Find out how to copy an existing travel document template in QuoteCloud. Quickly duplicate, edit, and customise templates to create professional itineraries faster.

CCTE API Configuration

Learn how to configure the CCTE API in QuoteCloud. Step-by-step instructions to connect your travel data source and enable automated itinerary creation.

Assigning or removing passengers from flight segments (Flight style itinerary)

Learn how to assign or remove passengers from flight segments in a flight style itinerary using QuoteCloud. Step-by-step guide for accurate travel documentation.

Adding file attachments to a Travel Itinerary segments using the document editor

Learn how to add file attachments to travel itinerary segments in QuoteCloud using the document editor. Step-by-step instructions for uploading and managing files.

View the Product Change Log

View the QuoteCloud Product Change Log to access recent updates, enhancements, bug fixes and new features. Check FAQs and view changes now. Get full details.

View Terms and Conditions

View QuoteCloud Terms & Conditions to review platform policies, agreements, and user terms. Access FAQs and help, read the full terms now for new users.

Submit a Support Request

Access QuoteCloud Help Center for support resources, tutorials, FAQs and community forums. Submit a support request or get help now—fast assistance available.

Copy the Latest Document Version

Learn how to copy the latest version of a document in QuoteCloud. Create a duplicate of an existing document, preserve the original version, and quickly reuse document content.

Access the Help Center

Access the QuoteCloud Help Center for support resources, tutorials, forums, FAQs and to submit assistance requests — get help now and find answers fast.

View the Product Roadmap

Access the QuoteCloud Product Roadmap to see upcoming features, planned improvements, and future enhancements. View FAQs and explore what's next—learn more now.

View the Privacy Policy

View the QuoteCloud Privacy Policy to learn how your data is collected, used, stored and protected. Read FAQs and review our data practices now. Visit Help Center.

View My Support Requests

View your support requests and ticket history. Check status, details, progress, and FAQs. Manage & track support tickets now to get updates and resolve issues.

Check System Status

Check QuoteCloud System Status to view service availability, outages, platform health, and FAQs. Monitor uptime and incidents - check current status now.

Book a Demo

Book a demo and access the QuoteCloud Help Center for support, tutorials, forums, FAQs and assistance requests. Get expert help—book your demo now. Learn more.

My Profile - Personal Info

Learn how to view and update your personal information in QuoteCloud, including name, email, profile image, and contact details.

Assign Templates to a Team

Learn how to assign templates to a team in QuoteCloud, ensuring consistent use of document layouts, branding, and workflow settings across all team members.

Set Shared Document Access

Learn how to manage shared document access in QuoteCloud, including full access and viewer permissions for your team.

Create a New Team

Learn how to create a new team in QuoteCloud, manage team members, and set permissions for effective collaboration.

Edit a User’s Contact Information

Learn how to edit a user’s contact information in QuoteCloud, including updating email addresses, phone numbers, and other profile details.

Assign or Remove Manager/s to User

Learn how to assign or remove managers for users in QuoteCloud. Managers can approve actions and documents on behalf of their team members, helping streamline workflows and maintain accountability.

Using the "Forgot Your Password?" feature

Learn how to reset your QuoteCloud login using the "Forgot Your Password?" feature. Step-by-step guide to quickly regain account access.

Register a New Company Account

Learn how to register a new company account in QuoteCloud. Step-by-step instructions to set up your organisation and start managing documents.

Logging in with Existing Account Credentials

Learn how to access your QuoteCloud account using your existing login credentials. Step-by-step guide for a smooth sign-in experience.

Delete a User Account

Learn how to permanently delete a user account in QuoteCloud. Understand the steps, permissions required, and what happens to documents owned by the deleted user.

Create or invite new users

Learn how to create or invite new users to your QuoteCloud account. Step-by-step instructions for adding team members and assigning roles.

Resend / Send New Invitation to Invited Users

Learn how to resend or send a new invitation to users who have already been invited, ensuring they can access your QuoteCloud workspace seamlessly.

Manage User Account Controls

Learn how to manage user accounts in QuoteCloud, including updating settings, adjusting access, and maintaining secure account preferences.

Edit a User Role’s Information

Learn how to edit a user role’s information in QuoteCloud, including updating permissions, role names, and access levels for team members.

Creating a New User Account

Step-by-step guide to creating a new QuoteCloud User account. Learn how to sign up, set your preferences, and get started quickly.

Create a New User Role

Learn how to create a new user role in QuoteCloud, defining permissions and access levels for your team members.

Update Forecast Confidence Levels

Learn how to update forecast confidence levels in QuoteCloud Sales Forecast. Change opportunity probabilities using the confidence dropdown to improve forecasting accuracy and pipeline visibility.

Navigate Forecast Pages

Learn how to navigate between pages in the QuoteCloud Sales Forecast module. Use page numbers and navigation arrows to move through forecast records and review additional sales opportunities.

View Forecast Documents

Learn how to view sales forecast documents in QuoteCloud. Open forecast records directly from the Sales Forecast module to review opportunity details, forecast values, and related information.

Set a Forecast Month

Learn how to set a forecast month in QuoteCloud Sales Forecast. Assign forecast opportunities to a specific month to improve forecasting accuracy, reporting, and sales planning.

Change Forecast Records Per Page

Learn how to change the number of forecast records displayed per page in QuoteCloud. Adjust records per page settings to view more opportunities and reduce page navigation.

Switch Between Kanban and List Views

Learn how to switch between Kanban and List views in the QuoteCloud Sales Forecast module. View sales opportunities as draggable forecast cards or as a detailed table for easier analysis and comparison.

Set Default Email Service for Documents and Campaigns

Learn how to edit your existing email service and set it as the default for sending documents and campaigns. This guide shows you where to access your email settings, how to update SMTP details, and how to choose the default service used when sending documents or campaigns from QuoteCloud.

Set Up Your Own Email Services to Send Documents

Learn how to configure your own email service in QuoteCloud to send documents directly from your business email address.

Choose Email Service and Template When Sending Documents

Learn how to select your preferred email service and choose an email template when sending documents in QuoteCloud.

How To Personalise The Default Email Content For Sending and Revising Documents

Learn how to personalise the default email content used when sending or revising documents in QuoteCloud. This step-by-step guide helps you customise subject lines, message bodies, and template settings to match your brand and communication style.

Viewing Document Version History

Learn how to view and restore previous versions of your QuoteCloud documents. Step-by-step guide to accessing document version history.

Searching for a Contact

Learn how to filter and more to narrow down your results and locate contacts faster.

How to Add, Edit and Delete Contacts

Learn how to add new contacts, edit existing ones, and delete those you no longer need.

Export Document Data

Learn how to export document data in QuoteCloud. Generate downloadable reports, export document information, and receive exported data directly via email for reporting and analysis.

Configure Dashboard Layout

Learn how to customize your QuoteCloud dashboard layout. Show or hide columns, rearrange dashboard fields, and create a personalized view that displays the information most important to you.

Restore Multiple Documents

Learn how to restore multiple deleted documents in QuoteCloud. Select several files from the Trash folder and recover them simultaneously using the Restore Documents action.

Permanently Delete Multiple Documents

Learn how to permanently delete multiple documents in QuoteCloud. Select several files from the Trash folder and permanently remove them in a single action to keep your workspace organized.

View Deleted Documents

Learn how to view deleted documents in QuoteCloud. Access the Trash section to review deleted records, monitor removed documents, and manage document recovery workflows.

Restore a Deleted Document

Learn how to restore a deleted document in QuoteCloud. Access the Trash folder, open document actions, and recover deleted files back to your active document list.

Permanently Delete a Document

Learn how to permanently delete documents in QuoteCloud. Access the Trash folder, permanently remove unwanted documents, and confirm deletion to remove files from the system.

Delete Selected Documents

Learn how to delete selected documents in QuoteCloud. Select multiple documents, use the Delete Documents option, and permanently remove unwanted records from your document list.

Select Multiple Documents

Learn how to select multiple documents in QuoteCloud. Use document checkboxes to quickly select several records at once for bulk actions, reviews, and document management tasks.

Clear Selected Documents

Learn how to clear selected documents in QuoteCloud. Remove all selected documents from your current selection without affecting document data and continue managing records efficiently.

Sort Documents Using Table Columns

Learn how to sort documents using table column headers in QuoteCloud. Sort document lists in ascending or descending order and quickly organize records by title and other available columns.

Filter Documents Using Table Columns

Learn how to filter documents using table columns in QuoteCloud. Use column filters such as Title, Passengers, Consultant, and Created By to quickly find and organize specific documents.

Clear Filters

Learn how to clear all applied filters in QuoteCloud. Reset document table filters with a single click and return to the full document list for easier document management.

View Saved Custom Filters

Learn how to view saved custom filters in QuoteCloud. Access previously created custom filters to quickly organize, manage, and locate documents based on your saved filter configurations.

Delete a Saved Filter Configuration

Learn how to delete a saved filter configuration in QuoteCloud. Remove unused custom filters, keep your workspace organized, and manage filter configurations efficiently.

Resave a Filter with Current Settings

Learn how to resave a custom filter with updated settings in QuoteCloud. Modify filter criteria, update saved configurations, and keep your custom filters aligned with your current document preferences.

Create and Save a New Filter Configuration

Learn how to create and save a custom filter configuration in QuoteCloud. Build personalized document views using filter criteria and save them for quick access in the future.

View Travel Ended Documents

Learn how to view Travel Ended documents in QuoteCloud. Use the Travel Ended smart filter to quickly identify completed trips, review past travel records, and manage completed travel documentation.

View Due to Travel Documents

Learn how to view Due to Travel documents in QuoteCloud. Use the Due to Travel smart filter to quickly identify travel-related documents and manage upcoming travel requirements efficiently.

View Expiring Soon Documents

Learn how to view documents that are expiring soon in QuoteCloud. Use the Expiring Soon smart filter to quickly identify documents approaching expiration and take action before they expire.

View Currently Travelling Documents

Learn how to view Currently Travelling documents in QuoteCloud. Use the Currently Travelling smart filter to quickly identify active travel records and monitor travelers who are currently on their journey.

View Revised Documents

Learn how to filter your document list to display only documents with a Revised status. This view helps you quickly identify documents that have been modified and may require review or further action.

View Paid Documents

Learn how to view paid documents in QuoteCloud. Filter documents by Paid status to quickly locate completed payments, track paid records, and manage financial document workflows.

View Lost Documents

Learn how to view lost documents in QuoteCloud. Filter documents by Lost status to quickly identify unsuccessful opportunities, track lost proposals, and review documents that were not accepted.

View Documents in Creating Status

Learn how to filter and view documents in Creating status in QuoteCloud. Display all draft documents currently being prepared and manage documents that are still in progress.

View Delivered Documents

Learn how to view delivered documents in QuoteCloud. Filter documents by Delivered status to track documents that have successfully reached recipients and monitor document delivery progress.

View Alert Documents

Learn how to view alert documents in QuoteCloud. Filter documents by Alert status to quickly identify records that require immediate attention and take action on important workflow items.

View Sent Documents

Learn how to view sent documents in QuoteCloud. Filter documents by Sent status to quickly locate proposals, quotes, and documents that have been successfully sent to recipients.

View Opened Documents

Learn how to view opened documents in QuoteCloud. Filter documents by Opened status to identify recipients who have viewed your documents and monitor engagement with sent proposals and quotes.

View Documents in Review Status

Learn how to filter and view documents in Review status in QuoteCloud. Quickly identify documents awaiting approval or review and manage workflow tasks more efficiently.

View Documents Awaiting Signature

Learn how to view documents awaiting signature in QuoteCloud. Filter documents by Signing status to quickly find documents that still need recipient signatures.

View All Statuses

Learn how to view all document statuses in QuoteCloud. Use the All Statuses filter to display documents across every status category and quickly organize your document list.

View Accepted Documents

Learn how to view accepted documents in QuoteCloud. Filter documents by Accepted status to quickly identify approved documents and track successfully completed document workflows.

View Your Documents

Learn how to view your documents in QuoteCloud. Access documents assigned to you, filter your personal document list, and quickly manage your own records from the dashboard.

Access Workflow Review

Learn how to access Workflow Review in QuoteCloud. View documents awaiting review, monitor approval workflows, and quickly manage workflow-related tasks from the dashboard.

View All Documents

Learn how to view all documents in QuoteCloud. Access the complete document list, browse records across your organization, and quickly locate important documents from the dashboard.

Access Deleted Documents in Trash

Learn how to access deleted documents in the Trash section of QuoteCloud. View removed documents, review deleted records, and manage document recovery from a centralized location.

View Document History

Discover how to view document history in QuoteCloud. Review document edits, status changes, recipient activity, and revision history from a complete activity timeline.

Update a Document Status

Discover how to update document statuses in QuoteCloud. Change a document's workflow stage, select a new status, and save updates to keep document tracking accurate and organized.

Sign a Document in Person

Follow these steps to sign a document in person in QuoteCloud. Choose a signer, open the document viewer, add an electronic signature, and complete the signing process securely.

Pin a Document

Discover how to pin documents in QuoteCloud to keep important files easily accessible. Follow these simple steps to pin a document and have it appear at the top of your document list.

Save a Document as a Template

Learn how to save a document as a reusable template in QuoteCloud. Convert existing documents into templates to streamline document creation and maintain consistency across your organization.

Delete a Document

Learn how to permanently delete a document in QuoteCloud. Remove unwanted documents, confirm deletion, and keep your document library organized and up to date.

View a Document

Discover how to view documents in QuoteCloud. Open documents directly from your document list, access the document editor, and review document content with ease.

Transfer a Document to a Colleague

Follow these steps to transfer document ownership in QuoteCloud. Select a colleague, update the document owner, and securely hand over responsibility for document management.

Share a Document Link

Discover how to share a document link in QuoteCloud. Generate general or recipient-specific links, copy shareable URLs, and securely provide access to documents online.

Mark a Document as Sent

Follow these simple steps to mark a document as Sent in QuoteCloud. Update document statuses, improve workflow tracking, and keep your document records organized.

Revise the Latest Document Version

Learn how to revise the latest version of a document in QuoteCloud. Create a new revision, edit document content, and maintain version history while preserving previous document versions.

Copy a Document ID

Follow these steps to copy a document ID in QuoteCloud. Access document options, copy the unique document identifier, and use it for support requests, integrations, and document tracking.

Change Records Per Page

Learn how to change the number of records displayed per page in QuoteCloud. Customize your dashboard view by selecting the ideal record count for easier navigation and data management.

Create a Document from a Template

Follow these steps to create a new QuoteCloud document from a template, choose a category, select a template, add recipients, and open the document editor.

Create a Blank Document

Create a blank document in QuoteCloud - learn step-by-step how to make and open a new document in the QuoteCloud document editor. Get started now.

Use Document Status Filters to Search by Status

Learn how to use document status filters in QuoteCloud to search for documents by status, such as Creating, Sent, Approved, or Lost. Step-by-step instructions included.

Revise (Modify) a Document Already Sent to a Recipient

Learn how to revise a document already sent to a recipient in QuoteCloud. Step-by-step instructions to make updates and resend for approval.

Saving a Document as a Template

Discover how to save any QuoteCloud document as a template in minutes. Follow our clear, step-by-step instructions to name, organize, and manage reusable templates for faster, more consistent proposals.

Activate your Subscription

Learn how to activate your QuoteCloud subscription quickly and securely. Follow our easy guide to select a plan, enter payment details, and manage billing for uninterrupted access to premium features.

Editing Layout of the Documents Table

Learn how to customise and edit the layout of the Documents Table in QuoteCloud, including column order, visibility, and sorting for better data management.

Using Column Filters to Find Documents

Learn how to use column filters in the QuoteCloud Document Dashboard to quickly locate specific documents. Step-by-step filtering instructions.

Restore Documents from the Trash Bin (Single Document, Multiple Documents)

Learn how to restore documents in QuoteCloud, including single document restoration, and restoring multiple documents at once. Keep your workspace organised with this step-by-step guide.

Create your First Document

Learn how to create your first QuoteCloud document with our comprehensive, step-by-step tutorial. From choosing a template and add your first recipients, get up and running in no time.

Exporting Document Data

Learn how to export document data from QuoteCloud for reporting, analysis, or backup purposes. Step-by-step instructions included.

Deleting Documents (Single Document, Multiple Documents, and how to Empty The Trash Bin)

Learn how to delete documents in QuoteCloud, including single document deletion, removing multiple documents at once, and emptying the trash bin. Keep your workspace organised with this step-by-step guide.

Upload a New Font

Learn how to upload and manage custom fonts in QuoteCloud for use in documents, templates, and branding materials.

Select and Use Uploaded Fonts

Learn how to select and apply custom uploaded fonts in QuoteCloud for your documents and templates, ensuring consistent branding and style.

Set Language, Country, Time Zone and Date Format

Learn how to configure your QuoteCloud account settings for language, country, time zone, and date format to match your regional preferences.

Document Editor Options Enable / Disable Continuous Scroll

Learn how to enable or disable Continuous Scroll in the QuoteCloud document editor. Choose between a single-page-section editing view or a continuous scrolling layout for easier navigation.

Change Create Button Options in Dashboard

Learn how to customise the Create Document button on your QuoteCloud dashboard. Choose whether it opens a template selector, starts a blank document, asks each time, or uses your company’s default template.

Always show Price Table in "Edit Mode" and line item notes

Learn how to always display the price table in Edit Mode and view line item notes in QuoteCloud, making it easier to review and adjust pricing while editing documents.

How to WhiteLabel QuoteCloud (Remove QuoteCloud Branding and use your own Logo Branding)

Discover how to white label your QuoteCloud account by removing default branding and replacing it with your own company logo. This guide walks you through the steps to customise your branding, helping you present a professional and consistent image to your clients.

Creating Contact Data Items and How to Use Them

Learn how to create contact-specific data items in QuoteCloud and use them to personalise documents with client information.

Change Company Details

Learn how to change your company or organisation details in QuoteCloud, including name, contact information, logo, and other key business information.

Adding Global Custom Data Items

Learn how to create global custom data items in QuoteCloud. Use these fields to store reusable information that can be inserted across your sales documents.

Restricting permission to add or edit content in the content library

Learn how to control who can add or edit content blocks in your Content Library using role-based permissions. This guide walks you through managing access to maintain consistency, security, and control across your content.

Locking content blocks to prevent accidental editing

Learn how to lock content blocks in QuoteCloud’s Company Content Library to prevent editing in documents. Maintain brand consistency and control document content.

Restricting access to the content libraries by user role

Learn how to manage access to your content libraries by assigning role-based permissions. This step-by-step guide shows you how to control visibility, toggle user access, and keep your content secure and organized.

Pinning frequently used content blocks for quick access

Learn how to pin content blocks in your Content Library for quick and easy access. This step-by-step guide shows you how to organize your most-used blocks, improve workflow, and save time during document creation.

Creating Styled Content Templates for Consistent Branding

Learn how to create styled content templates in QuoteCloud. Ensure brand consistency by applying pre-designed templates across your business documents.

Drag-and-drop content from the library into a document

Learn how to drag and drop content blocks from your Content Library directly into a document. This step-by-step tutorial covers selecting one or multiple blocks, placing them accurately, and organizing them in the right order for fast, efficient editing.

Adding Pricing Tables or Interactive Components as Reusable Blocks

Learn how to add pricing tables or interactive components as reusable blocks in QuoteCloud. Streamline document creation while keeping design consistent and professional.

Deleting a content block from the content library

This quick tutorial shows you how to permanently delete a content block from your Content Library. Learn how to open the delete modal, confirm the action, and keep your library clean and organized.

Adding a content block to the content library from the document editor

Learn how to reorder and set the visibility of Dashboard Table columns in Quotecloud with our step-by-step guide. Tailor your dashboard layout for better data insights and a more efficient workflow.

Navigate Between Content Library Pages

Learn how to navigate between pages in the QuoteCloud Content Libraries list using page numbers and pagination arrows.

Configure Content Library Layout

Learn how to customize the Content Library layout in QuoteCloud by showing, hiding, and reordering table columns.

Change Records Per Page

Learn how to change the number of records displayed per page in QuoteCloud Content Libraries for a more customized viewing experience.

Move Multiple Content Blocks to My Content

Learn how to move multiple Content Library items to My Content in QuoteCloud using bulk actions for easier personal content management.

Move Multiple Content Blocks to a Folder

Learn how to move multiple Content Library items to another folder in QuoteCloud using bulk actions to organize content more efficiently.

Select Multiple Content Blocks

Learn how to select multiple Content Library items in QuoteCloud to perform bulk actions and manage content more efficiently.

Move Multiple Content Blocks to Company Content

Learn how to move multiple Content Library items to Company Content in QuoteCloud using bulk actions for efficient content management.

Delete Multiple Content Blocks

Learn how to delete multiple Content Blocks in QuoteCloud using bulk actions to efficiently remove unwanted content.

Upload a File to the Content Library

Learn how to upload files to the QuoteCloud Content Library, select destination folders, and organize content efficiently.

Move Content Blocks to My Content

Learn how to move Content Library items from the company Content Library to your personal My Content library in QuoteCloud.

Lock and Unlock Content Blocks

Learn how to lock and unlock Content Library items in QuoteCloud to control editing permissions and protect content from modifications.

Rename Content Blocks

Learn how to rename Content Library items in QuoteCloud to keep your content organized and easy to identify.

Move Content Blocks to Another Folder

Learn how to move Content Library items between folders in QuoteCloud to keep your content organized and easy to manage.

Delete Content Blocks

Learn how to permanently delete Content Library items in QuoteCloud and keep your content library organized and up to date.

Sort Content Using Table Columns

Learn how to sort Content Library tables in QuoteCloud using column headers and switch between ascending, descending, and default sorting.

Filter Content Using Folder

Learn how to filter your Content Library by folder in QuoteCloud and quickly view content associated with a specific folder.

Filter Content Using Table Columns

Learn how to filter Content Library records using column header filters in QuoteCloud to quickly locate specific content.

Clear Filters

Learn how to remove active table column filters in QuoteCloud and restore the full list of records in your table view.

Rename a Content Folder

Learn how to rename a folder in QuoteCloud Content Libraries using the folder options menu and save your changes.

Delete a Content Folder

Learn how to delete a Content Library folder in QuoteCloud, transfer its contents to another folder, or permanently remove all files.

View All Content Folders

Learn how to open All Folders in QuoteCloud Content Libraries to view all available content folders in one place.

Import Files into a Folder

Learn how to import files into a folder in QuoteCloud Content Libraries and upload supported content directly to your selected folder.

Create and Organise Content Folders

Learn how to create folders and subfolders in QuoteCloud Content Libraries, upload content, and organize files using a multi-level folder structure.

View Content Libraries

Learn how to open the Libraries page and view your Content Libraries, Products, and Contract Plans from the left sidebar.

Navigate Between Product Catalogue Pages

Learn how to navigate between pages in the QuoteCloud Product Catalogue using page numbers and previous/next pagination controls.

Change Records Per Page

Learn how to change the number of products displayed per page in the QuoteCloud Product Catalogue using the Records per Page dropdown.

Configure Product Catalogue Layout

Learn how to customize the Product Catalogue layout in QuoteCloud by showing or hiding columns, reordering them, and saving your preferred table view.

Set Multiple Products as Draft

Learn how to set multiple products as Draft in QuoteCloud using bulk actions to quickly deactivate products without deleting them.

Duplicate Multiple Products

Learn how to duplicate multiple products at once in QuoteCloud using bulk actions to quickly create copies of existing products.

Select Multiple Products

Learn how to select multiple products in QuoteCloud for bulk actions using individual row checkboxes or the Select All option.

Delete Multiple Products

Learn how to delete multiple products at once in QuoteCloud using bulk actions to quickly clean up your Product Catalogue.

Edit a Product

Learn how to edit an existing product in QuoteCloud by updating product details, pricing, categories, and other settings.

Delete a Product

Learn how to permanently delete a product from the QuoteCloud Product Catalogue and keep your product library organized.

Set a Product as Draft

Learn how to change a product's status to Draft in QuoteCloud to temporarily remove it from active use without deleting it.

Duplicate a Product

Learn how to duplicate an existing product in QuoteCloud to quickly create a copy for editing, pricing variations, or similar products.

Create a New Product

Learn how to create a new product in QuoteCloud by entering product details, selecting categories, setting pricing, and saving it to your Product Catalogue.

Sort Products Using Table Column

Learn how to sort products in QuoteCloud using table column headers to organize your Product Catalogue in ascending or descending order.

Filter Products Using Table Column

Learn how to filter products in QuoteCloud using table column filters to quickly locate products by name, SKU, price, and other attributes.

Filter Contract Plans Using Table Column

Learn how to filter Contract Plans in QuoteCloud using table column filters to quickly locate plans by name, term, price, and other details.

Filter Products Using Product Category

Learn how to filter products by category in QuoteCloud to quickly display products belonging to a selected Product Category.

Clear Filters

Learn how to clear active product filters in QuoteCloud and restore the full Product Catalogue list with a single click.

Rename a Product Category

Learn how to rename product categories in QuoteCloud to keep your Product Catalogue organized and easy to manage.

Delete a Product Category

Learn how to delete a product category in QuoteCloud, transfer products to another category, or permanently remove the category and its contents.

Import Products from CSV

Learn how to import products into QuoteCloud using a CSV file, map product fields, validate rows, and track import progress.

View Product Catalogue

Learn how to access and view the QuoteCloud Product Catalogue to browse and manage your available products.

Setting User Roles and Permissions for Product Catalogue Access

Control access in QuoteCloud: define user roles and permissions for who can view, edit, and manage the product catalogue.

Assign Product Categories to a Team

Learn how to assign product categories to a team in QuoteCloud to control access, streamline document creation, and ensure users only work with the relevant categories.

Enable “Recipient Can Change Quantity”

Learn how to enable the “Recipient Can Change Quantity” option in QuoteCloud, allowing customers to adjust product quantities directly in your price tables.

Using Filters in the Product Catalogue

Discover how to filter and create smart views in the QuoteCloud product catalogue — find, sort and manage products efficiently.

Moving Product Categories

Learn how to move product categories in QuoteCloud to reorganise your product catalogue for easier navigation and management.

Using Product Categories and Tags for Easy Navigation

Learn how to organise your QuoteCloud product catalogue with categories and tags, making it easier to find, filter, and add products to documents.

Setting a Product Status to Active or Inactive

Learn how to set a product’s status to active or inactive in QuoteCloud, controlling which products are available for use when creating documents.

Editing Product Categories

Learn how to edit product categories in QuoteCloud to keep your product catalogue organised and up to date.

Searching and Filtering Products During Quoting

Learn how to search and filter products during quoting in QuoteCloud. Streamline your quoting process by quickly finding the products you need.

Editing Product Details Directly from the Quote

Learn how to edit product details directly from a quote in QuoteCloud. Ensure your quotes are accurate and up-to-date without navigating away from your document.

Setting Product Attributes | SKU, Description, Pricing & More

Configure product attributes in QuoteCloud — set SKUs, descriptions, pricing, categories & more for a well-structured catalogue.

Importing Products from External Sources (CSV)

Learn how to import products into QuoteCloud from external CSV files — map fields, upload data, and integrate your product catalogue easily.

Adding New Products to the Catalogue

Discover how to add new products to the QuoteCloud product catalogue, including setting prices, descriptions, and categories for seamless use in documents.

Managing Product Images and Media

Learn how to manage product images and media in QuoteCloud. Add, update, and organise visuals to enhance your product catalogue and documents.

Defining Product Categories and Subcategories

Learn how to define product categories and subcategories in QuoteCloud to organise your catalogue, simplify navigation, and streamline document creation.

Introduction to the Product Catalogue

Get started with the QuoteCloud Product Catalogue. Learn how it works, what it’s used for, and how it streamlines product management in your sales documents.

Delete Node

Learn how to delete a node in a QuoteCloud workflow. Simplify and optimise your approval process by removing unwanted workflow steps.

Creating a New Approval Workflow

Learn how to create a new approval workflow in QuoteCloud. Set up multi-step approvals, assign approvers, and streamline your document approval process.

Add an approval node

Learn how to add an approval node in a QuoteCloud workflow. Assign approvers and define steps to streamline your document approval process.

Add a Ready or Reject Node

Learn 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.

Manage a Workflow

Learn how to manage a workflow in QuoteCloud. Edit steps, update approvers, and maintain smooth approval processes for your documents.

Creating a New Workflow from Template

Learn how to create a new workflow from a template in QuoteCloud. Quickly set up approvals and processes using pre-configured workflow templates.

Configure Workflow Trigger

Learn how to configure a workflow trigger in QuoteCloud. Automate actions based on conditions to streamline your document approval process.

Add a Switch (Condition) Node

Learn how to add a switch (condition) node in a QuoteCloud workflow. Direct workflow paths based on specific conditions for flexible approvals.

Add a Node

Learn how to add a node in a QuoteCloud workflow. Build custom approval paths by inserting nodes to control the flow of your processes.

Using Global Custom Data Items in Document Templates and Documents

Discover how to insert global custom data items into your document templates in QuoteCloud, ensuring consistent and reusable information across all documents.

Creating Custom Data Items for a Specific Template or Document

Learn how to create custom data items that are unique to a single template or document in QuoteCloud, giving you flexibility without affecting global settings.

Edit, Duplicate & Delete Existing Document Templates

Discover 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

Creating & Using Document Templates

Learn how to create and use document templates in QuoteCloud to standardize formatting, streamline your workflow, and quickly generate professional documents for your clients.

Remove the Accept button in Documents and templates

Learn 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.

Configuring the Accept Button in QuoteCloud

Learn 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.

Request Approval Before Sending a Document

Learn how to request approval before sending a document in QuoteCloud. Ensure proper review and approval processes are completed prior to document distribution.

Proceed with the Approved or Rejected Document

Learn how to proceed with an approved or rejected document in QuoteCloud. Manage workflow outcomes efficiently and keep your approval process moving forward.

Approve or Reject a Document

Learn how to approve or reject a document in QuoteCloud. Control document workflows by making approval decisions that ensure accuracy and compliance.

Allowing Recipients to Choose Price Options

Learn how to let recipients select from multiple price options in a QuoteCloud price table. Step-by-step instructions for enabling and managing this feature.

Reordering Sections in a Pricing Table

Learn how to reorder sections in a pricing table by dragging them into a new position. This helps you organise your pricing structure clearly and ensures your sections appear in the correct sequence.

Allowing a Recipient to Change the Quantity to Order

Learn how to enable recipients to adjust the quantity of items in a QuoteCloud price table. Step-by-step guide for interactive pricing options.

Using the Lasso feature to Select & Merge Price Tables

Learn how to use the Lasso feature to select multiple price tables at once and merge them quickly in the QuoteCloud editor. This guide shows you how to lasso pricing tables, move them as a group, and combine them into a single table for easier management and cleaner layout.

Summarising Line Items at a Price Table Section Heading (Hide Line Items)

Learn how to summarise a section within a pricing table to hide its line items and display only the section total. This feature helps create a cleaner, more compact pricing layout while still showing key totals at a glance.

Split (Break Apart) a Price Table in Two

Learn how to split a price table into two separate tables at any line item. This guide shows you how to break a pricing table at a chosen point, creating two independent tables on the same page or on a new page using the Split Into New Table or Split Into New Page options.

Using Formulas or Calculations within Price Table Columns

Learn how to apply formulas and calculations in QuoteCloud price table columns to automate totals, discounts, and other numeric values.

Splitting (Breaking) a Price Table in Two at a Section Heading

Learn how to split a section from an existing pricing table and move it into a new pricing table. This helps you organise items more clearly and manage each section independently.

Merge Two Price Tables Together

Learn how to merge two separate price tables into a single table in the QuoteCloud editor. This guide walks you through selecting a pricing table, dragging it onto another, and combining their content to create a unified table for easier editing and a cleaner layout.

Sorting Line Items in a Price Table

Learn how to sort line items in a QuoteCloud price table for clearer organisation and improved document presentation.

Setting the Column Alignment (left, right, center) in a Price Table

Learn how to set column alignment in a QuoteCloud price table, including left, right, or centre positioning for better data presentation.

Removing Tax from a Price Table

Learn how to remove tax from a QuoteCloud price table. Step-by-step instructions to customise your pricing and comply with client requirements.

Changing the Order of Columns in a Price Table

Step-by-step guide on changing the order of columns in a QuoteCloud price table to match your preferred layout.

Changing the Labels in the Price Table Totals Section

Learn how to change the labels in the totals section of QuoteCloud price tables. Step-by-step instructions to customise your pricing summaries.

Switching Off the Price Table Repeat Costs Feature

Learn how to disable the repeat costs feature in QuoteCloud price tables. Step-by-step instructions to control cost repetition in your pricing tables.

Showing or Hiding Price Table Totals

Learn how to show or hide the totals section in QuoteCloud price tables. Step-by-step instructions to control price summary visibility in your documents.

Reordering Sections (Headings) in a Price Table

QuoteCloud allows you to reorder sections, sub-headings, and grouped price lines in your price table for better clarity and flow. This guide explains the steps to rearrange these elements effectively.

Group Price Line Items & Summarise Up to a Subheading

Learn how to group price line items and summarise (hide) details up to a subheading in QuoteCloud price tables for cleaner, more organised documents.

Changing Your Price Table Column Labels

Learn how to change column labels in QuoteCloud price tables. Step-by-step instructions to customise headings for clarity and branding.

Set Font Transform Style for Pricing Table Line Items

Learn how to customise the font transform style for pricing table line items in QuoteCloud. Easily set text to uppercase, lowercase, or capitalized to match your brand style.

Best Practices for Organising Price Tables

Discover expert tips for organising and structuring price tables in QuoteCloud. Learn how to improve clarity, readability, and usability for your recipients.

Formatting Line Items

Learn how to style line items for a clean, professional look.

Formatting Price Table Totals Section

Learn how to customise the Price Table Totals section in QuoteCloud, including adjusting labels, layout, and styling for professional documents.

Formatting Column Headings

Learn how to format column headings for clarity and consistency.

Setting a Repeating Price in a Sales Quote Price Table

Learn how to set repeating prices in QuoteCloud sales quote price tables. Automate recurring charges for subscriptions, retainers, or ongoing services.

Adding Sections in a Price Table

Learn how to add sections in QuoteCloud price tables to organise products and services into clear, structured groups for easier navigation.

Adding Additional Columns to a Price Table

Learn how to add extra columns to your QuoteCloud price tables. Customise table layouts to include more details, such as product codes, discounts, or notes.

Adding a Discount Column to a Price Table

Learn how to create a discount column in QuoteCloud. Step-by-step instructions for percentage discounts and applying defaults for your discount column.

Adding Multiple Products from Your Product Catalogue to a Price Table in One Action

Learn how to quickly insert multiple products from your catalogue into a QuoteCloud price table in a single step. Save time and improve quoting efficiency.

Assigning a Cost (Purchase Price) to an Adhoc Line Item

Learn how to assign a cost or purchase price to adhoc line items in QuoteCloud. Track margins and profitability alongside your sales pricing.

Adding Notes to a Price Line Item

Learn how to add notes to price line items in QuoteCloud. Provide additional details or clarifications to help recipients understand pricing.

Adding a Thumbnail Image to Adhoc Price Line Items

Learn how to add thumbnail images to adhoc price line items in QuoteCloud. Enhance your price tables with visual references for products or services.

Adding Products to a Price Table

Discover how to add products from your catalogue into a QuoteCloud price table. Step-by-step guide to streamline your quoting process.

Adding a Line Item to a Price Table

Learn how to add a new line item to a QuoteCloud price table. Step-by-step instructions for entering product details, pricing, and descriptions.

Wrapping Text Within Spreadsheet Cells

Learn how to wrap text inside spreadsheet cells in QuoteCloud to keep content visible, tidy, and easy to read without overlapping other cells.

Clearing Formats in the Spreadsheet Block

Learn 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 appearance.

Applying Background Colour to Cells, Rows, or Columns

Learn how to apply background colours to individual cells, entire rows, or full columns in QuoteCloud spreadsheets for improved clarity and visual impact.

Duplicating or Copy/Pasting a Spreadsheet Row

Learn how to duplicate or copy/paste rows in QuoteCloud Spreadsheet Blocks to quickly replicate data and streamline table management.

Changing Font, Colour, Alignment, and Background Colours in Spreadsheet Cells

Discover how to customise font, text colour, alignment, and background colours in QuoteCloud spreadsheets to make your data clear and professional.

Adding Borders to Cells or Cell Groups in a Spreadsheet

Learn how to add borders to cells or groups of cells in QuoteCloud spreadsheets to improve readability and highlight key data.

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 connectors

Learn how to move, resize, and delete shapes and connectors in QuoteCloud diagrams. Easily adjust flowcharts, org charts, and data models to fit your layout.

Connecting shapes with arrows and lines

Learn how to connect shapes in QuoteCloud diagrams using arrows and lines. Create clear flowcharts, org charts, ER models, and data flow diagrams.

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.

Adding new shapes and nodes to the flowchart

Add 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 shapes

Discover how QuoteCloud’s default flowchart layout and shapes work. Learn the basics of diagram design to create clear, professional visuals.

Adding a Diagram Content block to your document

Learn how to add a diagram content block to your document in QuoteCloud. Create professional diagrams to illustrate processes and ideas clearly.

Importing a Spreadsheet (.xlsx) into a Spreadsheet Block

Learn how to import Excel (.xlsx) files directly into a Spreadsheet Block in QuoteCloud to quickly build and format data tables.

Wrapping Text Within Spreadsheet Cells

Learn how to wrap text inside spreadsheet cells in QuoteCloud to keep content visible, tidy, and easy to read without overlapping other cells.

Clearing Formats in the Spreadsheet Block

Learn 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 appearance.

Applying Background Colour to Cells, Rows, or Columns

Learn how to apply background colours to individual cells, entire rows, or full columns in QuoteCloud spreadsheets for improved clarity and visual impact.

Duplicating or Copy/Pasting a Spreadsheet Row

Learn how to duplicate or copy/paste rows in QuoteCloud Spreadsheet Blocks to quickly replicate data and streamline table management.

Changing Font, Colour, Alignment, and Background Colours in Spreadsheet Cells

Discover how to customise font, text colour, alignment, and background colours in QuoteCloud spreadsheets to make your data clear and professional.

Adding Borders to Cells or Cell Groups in a Spreadsheet

Learn how to add borders to cells or groups of cells in QuoteCloud spreadsheets to improve readability and highlight key data.

Using Drag-to-Fill in the Spreadsheet Block

Learn 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 management.

Formatting Cell Content in Spreadsheet Blocks

Learn how to format cell content in QuoteCloud Spreadsheet Blocks, including text, numbers, currency, and percentages for clear data presentation.

Deleting Rows and Columns from a Spreadsheet Block

Find out how to delete rows and columns from a Spreadsheet Block in QuoteCloud to clean up and simplify your data.

Using Formulas for Calculations in Spreadsheet Blocks

Learn how to use formulas like sum, average, multiplication, and more in QuoteCloud Spreadsheet Blocks to automate calculations.

Merging and Unmerging Cells in Spreadsheet Blocks

Discover how to merge and unmerge cells in QuoteCloud Spreadsheet Blocks to create cleaner layouts and organised table structures.

Entering and Managing Data in the Spreadsheet Block

Learn 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 in your documents.

Adding Rows and Columns to a Spreadsheet Block

Learn how to add rows and columns to a Spreadsheet Block in QuoteCloud to expand and organise your data effectively.

Selecting Cells, Rows, and Columns in a Spreadsheet

Learn 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 Spreadsheet

Learn 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.

Adding a Spreadsheet Content Block to Your Document

Learn how to add a Spreadsheet Content Block in QuoteCloud to manage data, perform calculations, and present information in table format.

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 dates

Learn 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.

Add Tasks to a Gantt Chart

Learn how to add tasks to a Gantt Chart in QuoteCloud. Step-by-step instructions to build and organise your project timeline effectively.

Expanding/Collapsing Task Groups or Phases

Learn how to expand or collapse task groups or phases in QuoteCloud’s Gantt Chart. Organise and view project timelines clearly for better project management.

Customising the Gantt Chart Layout to Fit Within a Page or Section

Learn 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.

When and why to use a Gantt Chart in sales documents

Learn when and why to include a Gantt Chart in your sales documents. Discover how visual timelines improve client understanding and project transparency.

Understanding the default structure of the Gantt Chart

Learn 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.

Adding a Gantt Chart block to your document

Learn how to add a Gantt Chart block to your QuoteCloud document. Step-by-step instructions to visually present project timelines and milestones.

Hide Document Content From a Recipient

Learn how to hide specific sections of a QuoteCloud document so certain recipients cannot view them. Step-by-step instructions included.

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.

Hiding Content in the PDF Format of Documents

Learn how to hide specific content when exporting QuoteCloud documents to PDF, ensuring recipients see only the intended sections.

Password Protect a Document

Learn how to add password protection to your QuoteCloud documents to control access and keep your content secure.

Adding PDF Page Header & Footers

Learn 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.

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.

Making a Row Full Page Width

Learn 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.

Duplicating or Copy/Pasting a Row

Learn how to duplicate or copy/paste rows in QuoteCloud documents. Save time by reusing content blocks and maintaining consistent layouts.

Setting background colour for a content block

Learn 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.

How to Add Background Colour for a Container

Discover 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.

Adding Background Images to a Container

Discover 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.

Set Page Background Colour in Documents

Learn how to set or change the background colour of a page in your QuoteCloud document to enhance branding and presentation.

Adding background images to content blocks

Learn 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.

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.

Adding Background Images to a Column

Learn 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.

Turning Pointer Option On or Off

Learn how to turn the pointer option on or off in QuoteCloud’s e-signature block. Control pointer visibility for precise and professional document signing.

How to Sign an E-Signature Block as a Document Recipient

Learn how viewers can sign an E-Signature block in QuoteCloud documents by drawing, typing, or uploading their signature securely.

Edit a Recipient to an E-Signature

Learn how to edit a recipient for an e-signature in QuoteCloud. Ensure the correct signer is selected before sending your document.

Customising Your E-Signature Block

Learn how to customise your e-signature block in QuoteCloud. Personalise signatures, add images, and adjust layouts for professional documents.

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.

Making an E-Signature Required or Optional

Learn how to make an e-signature field required or optional in QuoteCloud. Ensure critical documents are signed while providing flexibility where needed.

How to Add an E-Signature Block to Your Document

Learn how to add an e-signature block to your document in QuoteCloud. Easily insert and position signature fields for efficient document signing.

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.

Assigning a Recipient to E-Signature

Learn how to assign a recipient to an e-signature in QuoteCloud. Ensure the correct signer is selected before sending your document.

Inserting Data Items into Text Blocks

Learn 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.

Creating a fixed-height page and adding a background image

Learn 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 Document

Learn 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.

Using the Text Editor widget

Learn 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.

Changing the Document Title

Learn 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.

Adding Columns to a Row and Inserting Content

Learn 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.

Setting Borders for Rows, Columns, and Content Blocks

Learn 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 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.

Setting Margins, Padding, and Borders for Containers, Columns, and Content Blocks

Learn how to adjust margins, padding, and borders for containers, columns, and content blocks in QuoteCloud documents to control spacing and layout.

Formatting Price Table Totals Section

Learn how to customise the Price Table Totals section in QuoteCloud, including adjusting labels, layout, and styling for professional documents.

Adjusting Left and Right Margins Using the Ruler and Page Settings

Learn how to adjust left and right margins in QuoteCloud documents using the ruler or page settings for precise layout control.

Add Canva Images to a Gallery Block

Learn 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 a single action. Perfect for showcasing multiple visuals in a clean, organised layout.

Create a Page Background Using Canva

Learn 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 and Embed a PDF Page with Canva

Learn 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.

Create an Image Block Using Canva

Learn 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 return to QuoteCloud, your image is automatically inserted into the document for you.

Apply Canva Backgrounds to Containers and Columns

Learn 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 and branding.

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.

Adding Images Inside a Text Block

Learn 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.

Dragging an Image File onto the Document

Learn how to add images to your QuoteCloud document by dragging them directly from your computer, making it quick and easy to include visuals.

Adding Images to Your Document

Learn 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.

Adding an Image Gallery

Learn 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 Page

Learn how to add background images to a page in QuoteCloud. Enhance your documents with customised visuals that support your brand and message.

Making a Row Full Page Width

Learn 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.

Duplicating or Copy/Pasting a Row

Learn how to duplicate or copy/paste rows in QuoteCloud documents. Save time by reusing content blocks and maintaining consistent layouts.

Show or Hide the Section Tabs in the Document Viewer

Learn 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.

Manage Container Visibility

Learn how to manage container visibility in QuoteCloud. Control which content blocks are displayed to create dynamic and personalised documents.

Add Recipients While Editing a Document

Learn how to add recipients to your QuoteCloud documents while editing, ensuring the right people receive the final document for review or signature.

Manage Page Visibility

Learn how to manage page visibility in QuoteCloud. Control the display of pages to create dynamic, tailored documents for different audiences.

How to Use an Anchor Link in Your Document

Learn 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.

Creating New Pages in a Document

Learn 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.

Add a Document Section

Learn how to add a new document section in QuoteCloud. Step-by-step instructions to organise and structure your content effectively.

Reordering Rows (Containers) and Columns in a Document

Learn how to reorder rows (containers) and columns in QuoteCloud documents to adjust layout and improve visual flow.

Inserting Videos or YouTube Links into a Document

Embed 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

Creating a Two-Column (or Many Columns in a Row) Layout

Learn how to create a two-column layout in QuoteCloud documents using rows and columns for better content organisation and visual appeal.