Previewing a Template
Preview your template before publishing or using it to verify the layout, content, and overall appearance of your document.
Steps to preview a template
Open the template
From the Templates section, select the template you want to preview and open it in the Document Editor.Locate the Preview button
In the Document Editor toolbar, locate the Preview ( Eye ) icon near the top-right corner of the editor.Preview the template
Click the Preview icon to generate a preview of the template exactly as it will appear when used in a document.Review the template
Examine the template's layout, formatting, images, and content to ensure everything appears correctly before publishing or continuing with further edits.
FAQs
How do I preview a template in QuoteCloud?
Open the template you want to check from the Templates section so it loads in the Document Editor. In the editor toolbar, click the Preview (eye) icon located near the top-right to generate a live preview of the document.
This preview shows the template exactly as it will appear when used to create quotes or proposals in the sales quoting software, so you can confirm layout and content before publishing.
What does the template Preview show?
The Preview generates an accurate rendering of the final document, including layout, formatting, images, headers/footers, and placeholder data. It mirrors how the template will look when used to produce quote or proposal documents in QuoteCloud.
Use the Preview to validate branding, spacing, fonts, and that dynamic fields populate as expected in your sales proposal software or quote software workflows.
Can I preview a template before publishing or sending a quote/proposal?
Yes — Preview is designed specifically so you can review a template before publishing it or using it to create live documents. Always preview to catch layout or content issues before sending customer-facing material from your proposal software or quote software.
Where is the Preview button located in the Document Editor?
The Preview button is the Eye icon in the Document Editor toolbar, positioned near the top-right of the editor. Click that icon to render the template preview without leaving the editor.
If I spot an issue in Preview, how do I fix it?
Close the preview and make edits directly in the Document Editor (text, images, styles or field mappings). After saving your changes, click the Preview (eye) icon again to confirm the issue is resolved. Repeat until the template appears as intended.
This iterative preview/edit workflow helps you finalize templates used by your sales quoting software or sales proposal software with confidence.