Styling The Price Table Layout And Colours
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 fit your organisation style perfectly. The main controls for the look & feel of sales quotes are in the Edit Styles controller.
When using price tables in the Sales Quote Editor, the presentation of the table when displayed in a sales quote is carefully controlled by QuoteCloud. This formatting control helps for a couple of reasons:
- To prevent a Sales Consultant from creating badly presented (ugly!) tables
- To ensure that tables are converted to PDF format properly
QuoteCloud gets the pre-formatted table style from the sales quote template selected when creating your document. When a Sales Consultant inserts a price table, this will be the table format unless the Sales Consultant overrides the preloaded settings from the template.
These options can be customised by hovering over the price table and click on the Paintbrush Icon to the right of the table, as highlighted below.
The options available to edit are:
- Column Headings: see user guide here
- Totals Section:Â see user guide here
- Price Line Item:Â see user guide here
Related User Guide Topics
