Searching Templates
Quickly locate templates by entering a template name into the search bar. The template list updates automatically as you type.
Steps to search templates
Locate the search bar
Navigate to the Templates section and locate the search field in the upper-right corner of the page.Enter the template name
Type all or part of the template name into the search field to begin searching.View the filtered results
The template list will automatically refresh to display only the templates that match the search term you entered.Select the template
Once you have located the desired template, click it to continue working with or creating documents from that template.
FAQs
How do I search for templates in QuoteCloud?
Navigate to the Templates section, locate the search field in the upper-right corner of the page, and type all or part of the template name. The template list updates automatically as you type so you can quickly find and open the template you need.
Can I search using partial names or keywords?
Yes — enter any partial name, phrase, or keyword and the built-in search will filter the template list in real time. This makes it easy to find templates even when you only remember part of the title or a related keyword.
Where exactly is the template search bar located?
The search field appears in the upper-right corner of the Templates page inside QuoteCloud. Open Templates from the main navigation and you’ll see the search box above the template list.
Once I find a template, how do I use it?
Click the template from the filtered results to open it. From there you can edit, preview, or create new documents (quotes, proposals, or other documents) based on that template.
Does template search work when using QuoteCloud as sales quoting software or sales proposal software?
Yes — the template search is designed to speed up quote and proposal creation in QuoteCloud. Whether you’re using QuoteCloud as sales quoting software or sales proposal software, quick template lookup helps you produce branded, consistent documents faster.
Where can I find the Help Center if I have questions?
The Help Center is accessible from within QuoteCloud. Look for the Help or “?” link/icon in the app or use the Help Center link in the site footer to open guides, FAQs, and support resources.
What resources are available in the Help Center?
The Help Center includes step-by-step guides, FAQs, training materials, and instructions for submitting support requests. It covers template management, document generation, integrations, and common workflows for quote software and proposal software.
How do I submit or track a support request and where can I check for outages?
Submit a support request through the Help Center’s support form; once submitted you can track the status of your tickets from your support dashboard or account area. For system outages or service issues, check the Help Center or status page (linked in the Help Center) for current incident information.