Adding Text Blocks to a Form
Use text blocks to configure the text content for your form, including a headline, instructions, or other display text.
Click on Add Section.
Click on the Insert button and select Form.
On your empty form, you may drag and drop Content Block from the menu bar on the left or you can hover and click on Add Field. Both options are shown on image below.
You can add and style your display text from the format menu, the horizontal bar that appears on top of the sales quote window.
Related User Guide Topics
Adjusting Fonts and Colours in a Template or Sales Quote
12 Mar 2022
Here you can set all the font face, size and colors used in sales quotes for each type of text element, ie body text, headings, section titles etc.
Moving Content Blocks (Drag & Drop)
12 Mar 2022
As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks
Add background solid colour to Rows and Columns
13 Mar 2022
A feature of rows and columns in the Sales Quote Editor is the ability to set a solid background colour or image behind content contained in a row or column. This user guide topic covers the background colour feature of rows and columns.