Setting the Default Table Style Used in Sales Quotes

QuoteCloud is designed to automate as much layout & presentation of sales quotes as possible. When you first start with QuoteCloud your default setup may need some slight adjustment for it to perfectly fit your organisation style.  The main controls for look & feel of sales quotes are in the Edit Styles contoller.

When using tables in a text content block in the Sales Quote Editor, the prensentation of the table when displayed in a sales quotes is carefully controlled by QuoteCloud.  This format control occurs for a number of reasons:

  • to prevent a Sales Consultant creating badly presented (ugly!) tables.
  • to ensure that tables are converted PDF format properly.

QuoteCloud offers a range of pre-formatted table layouts, the default layout is selected in the Edit Styles controller.  When a Sales Consultant inserts a table ths will be the table format that is used unless the Sales Consultant overrides the default in the Table Properties function of the Sales Quote Editor.

To access the Edit Styles feature, go to the Sales Quote Dashboard, click on the Configuration menu button and select Edit Styles.

You will see a popup window (as shown below).

Click on the Table Styles tab.

Choose the default table style by clicking the radio button next to the corresponding style name. 

Using Tables in the Sales Quote Editor

To add a table to a text (Content) block in the Sales Quote Editor, click on the + Insert button and select Add Free Text.

Click in to the new text block that is now displayed in your sales quote.  You can either choose to copy and paste a table from another source, such as MS Word, Excel, or a web page; alternatively create a table using the insert table button (as shown below).

In the example below, we have created a table, to adjust the style of the table click on the table style button, as highlighted in the screenshot below.

Select from the available present Table Styles, this will override the default you have set earlier in this user guide topic.

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