Content Libraries


In addition to adding ad-hoc content (text, images, PDF's, videos, spreadsheets) using the + Insert button, you can also create and manage a standard library of content which you can then share with your whole sales team.

Creating a library of professional content creates huge efficiencies when creating sales quotes (or any structured document for that matter); it also ensures greater consistency in your communication and message across the whole sales team.

Rather than searching for that image or snippet of text you know you used in a sales quote months ago, QuoteCloud allows you to manage a library of text, images, PDF documents and videos that everyone can use.

The right-hand column of the screen contains your content libraries, and it is split into several sections for each type of content, i.e. Text, Images, Videos, PDF's Spreadsheets.

To help you find library content easily, inside each of these libraries, the content is organized into a series of folders that you can click and expand to navigate through. In addition, there is a search bar above the content libraries. Here you can search for any text associated with the content you're looking for, So you can search for; the name of the content snippet, name of an image/video or text actually within a text snippet itself.

Once you have found the content you want to use, you can drag that content item directly into your sales quote.

Content can be dropped onto any "Drop Zone" (highlighted by a pin and orange line on the page, a "Drop Zone" are highlighted areas between every content block.

Preview

Once you're happy with your sales quote, click the Save and Preview button in the top right corner; from here, you can send a sales quote to your client.

Related User Guide Topics

Deleting PDF documents from your PDF Content Library
14 Mar 2020
If you would like to delete PDF documents from your PDF content library follow these simple steps in this user guide topic
Content Libraries
29 Oct 2019
In addition to adding adhoc content (text, images, PDF's, videos, spreadsheets) using the + Insert button, you can also create and manage a standard library of content which you can then share with your whole sales team.
Text Library
29 Oct 2019
The text content library provides sales consultants a value resource of standard text content blocks to use in their sales quotes
PDF Library
29 Oct 2019
The PDF content library provides sales consultants a valuable resource of PDF documents to use in their sales quotes

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved