Adjusting Left and Right Margins Using the Ruler and Page Settings
This guide shows how to adjust left and right margins in your QuoteCloud document using the ruler or page settings, giving you control over page layout and spacing.
Adjusting Left and Right Margins Using the Ruler and Page Settings
Adjust page margins using the ruler.
Update margin values from Page Settings.
Adjust page margins using the ruler and page settings
Choose the page to adjust
Click on the page that you would like to adjust. In this example, the margin changes are applied to the selected document page.Use the ruler
Locate the ruler at the top of the editor. The ruler controls the editable left and right page margin positions.Adjust the left margin
Drag the left margin marker on the ruler to the desired position. The content area updates as the margin is moved.Adjust the right margin
Drag the right margin marker on the ruler to the desired position. This changes the available content width on the page.Open Page Settings
Click the page menu and open Page Settings . Page Settings gives you another way to control page margins.Update margin values
In the Page Margins section, enter the left and right margin values you want. Use this method when you need exact spacing rather than dragging the ruler.Review the page layout
Check the selected page after applying the margin changes. Make sure the content sits correctly within the updated left and right margins.
FAQs
How do I change the left and right margins using the horizontal ruler?
Open your document in the QuoteCloud editor and locate the horizontal ruler at the top of the page. Click and drag the left or right margin marker (the shaded edge or small triangle/handle) inward or outward to expand or reduce the available page width. The editor applies the change immediately so you can see content reflow in real time.
Use the ruler for quick visual tweaks when you want immediate feedback while editing sales quotes or proposals in your sales quoting software.
How do I set precise numeric left and right margins?
Open Page Settings (sometimes labelled Page Setup) in the document editor and enter exact numeric values for the left and right margins using the units shown (for example, inches or millimetres). Page Settings provides reproducible, exact measurements ideal for consistent branding across quotes and proposals.
If you need to reuse those exact margins later, save the document as a template or update your default template so new documents in your sales proposal software start with the same values.
What’s the difference between using the ruler and using Page Settings?
The ruler is fast and visual: drag margin handles to see instant layout changes and judge spacing by eye. Page Settings is for precision: enter numeric values for reproducible margins and consistent results across documents or templates.
Use the ruler for quick layout adjustments while building a quote, and use Page Settings when preparing templates or when exact measurements are required for professional proposal software output.
Will changing margins affect headers, footers, or existing content formatting?
Yes. Changing left or right margins alters the document body width and will usually cause text, tables, and inline content to reflow. Headers and footers that inherit document margins will typically update to match the new page width.
Anchored objects (images, tables, or positioned elements) may need manual repositioning or resizing after margin changes. Always review affected pages after adjusting margins in your quote software to ensure layout and page breaks remain correct.
Can I apply margin changes to only part of a document (a single section) or only to new pages?
There are two common approaches: apply margin changes document-wide, or set them for future pages/templates. If your document editor supports sections, add a section break and adjust Page Settings for that section so only that section uses the new margins. If sections aren’t used, margin changes usually apply to the entire document.
To make margin changes affect only new documents or pages, update your template or default document settings so new quotes and proposals in your proposal software open with those margins.
How do I save margin settings so every proposal or quote uses them?
After setting margins in Page Settings, save the document as a template or update your account’s default template/settings. That ensures new documents created in QuoteCloud (your sales quoting software and sales proposal software) use the same left and right margins automatically.
Saving margins in a template is the best way to keep consistent branding and formatting across all quote and proposal documents.
What units can I use for margins and how do I change them?
Page Settings shows the units you can use (commonly inches or millimetres). Enter margin values using the displayed units to get precise results. If you prefer different units, convert your measurements (for example, inches to millimetres) before entering them, or check account/document preferences—some document editors allow switching default units in settings.
Using Page Settings with explicit units is recommended for consistent output from your quote software or proposal software.
Troubleshooting: The ruler isn’t visible or my margin change isn’t applied—what should I do?
First confirm you’re in Edit mode and that the ruler is enabled (look for a View or Layout option to toggle the ruler). If changes aren’t applying, try refreshing the editor, check that the document or template isn’t locked, and verify you have permission to edit the document.
If the issue persists, export or preview the document to see final output, or contact QuoteCloud support with a screenshot and steps to reproduce the problem so they can help—this is especially important when using the application as sales quoting software or proposal software in a production workflow.