undefined - Edit Existing Sales Quote Templates - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Edit Existing Templates

Sales Proposal Templates provide a start point for document content and layout when a sales consultant creates a new sales quote.

Navigate to the Content Libraries menu on the Sales Quote Dashboard and select Templates to edit existing templates.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Edit Existing Sales Quote Templates - illustration 6753c3e7-8145-4b74-895a-efb2cedb77df

Here you will see a list of your current sales quote templates (if you have any yet).  You can add sales quote templates to your own library from our sample sales quote template library; click on the Get Sample Templates button to get some great sample sales quote templates to get you started.

You can edit any of the listed sales quote templates and adjust their content/layout or delete any from the library if they are unwanted/out of date. The Edit option will take you to the sales quote editor, where you can edit the content as needed.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Edit Existing Sales Quote Templates - illustration 36b80c90-2399-40c1-8ce5-bd3a29607d1e

In the template library, you can choose to add them to your library or preview the template.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Edit Existing Sales Quote Templates - illustration 0013ec09-29a8-4b12-98e4-b6567fb616f8

To add the templates to your library, just choose the ones you would like to use, then select Add Templates to Company Library.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Edit Existing Sales Quote Templates - illustration 5bcdd86c-5a68-40f8-a041-8ff0e5e43449

Below you will see the newly added templates in your library, you can now edit these to your requirements.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Edit Existing Sales Quote Templates - illustration 60c2a6f5-14d0-46e5-9c25-2889160cced2

Related User Guide Topics