How to Change the Document Title

Update your document title in just a few clicks. This guide shows you how to quickly change your document’s title from the editor. Perfect for keeping your documents organized, searchable, and easy to manage.

Changing the Document Title

1. Find the document title in the editor top bar.

2. Rename the document directly from the editor.

FAQs

How do I change the document title in the QuoteCloud editor?

Open the document in the QuoteCloud editor, then click or tap the document title at the top of the editor. Edit the text directly to enter the new title and use the editor’s standard save or confirm action to apply the change. This quick step works in both desktop and mobile views and helps keep your quotes and proposals organized in your sales quoting software.

Can I search or filter documents by title in QuoteCloud?

Yes. QuoteCloud’s search and dashboard filters use document titles to surface proposals, quotes, and generated documents faster. Meaningful, descriptive titles make documents much easier to find in your workspace when using QuoteCloud as your quote software or proposal software.

How should I name documents that were created from a template?

Update the title to reflect the client, date, project, or purpose so each instance is distinct from the original template. For example: Acme Corp — Service Proposal — 2026-01-28. Clear naming improves searchability in your sales proposal software and makes it easier to track versions and client deliverables.

Who is allowed to change a document title?

Any user who has editing access to the document can change its title from within the editor. If the title is not editable, you likely have view-only or comment permissions—contact the document owner or an administrator to request edit access.

Do I need to save after changing the title, and what happens if I don't?

Use the editor’s standard save or confirm action to ensure the new title is recorded. If you navigate away before saving, the updated title may not be saved and the document will continue to show the previous title until you confirm the change.

Can I change a document title from my phone or tablet?

Yes. The editor allows you to click or tap the title and edit it directly in both desktop and mobile views, so you can update document names on the go using QuoteCloud’s mobile-friendly interface.

Will changing the document title affect integrations like QuickBooks Online?

Changing a document title updates how the document appears inside QuoteCloud and in your internal search or dashboard. Whether an external integration (for example, QuickBooks Online) shows the new title depends on that integration’s sync settings—most integrations map by internal IDs, so a title change typically won’t break accounting links, but you should confirm behavior in your integration settings.

What are best practices for document titles in sales quoting and proposal software?

Use a consistent, descriptive format that includes client name, document type (quote or proposal), date, and version or project name (e.g., Acme Corp — Proposal — 2026-05-04 — v2). Short, searchable titles improve organization, speed up retrieval in quote software, and help your team manage proposals and contract deliverables more efficiently.