undefined - How To Save Price Table Settings And Formatting As The Default For A Sales Quote (And Templates) - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Saving Price Table Settings &

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. 

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 offers many styling options in the Sales Quote Editor.  When Sales Consultants insert a price table, the default settings and formatting are derived from the template used to create the document.  When you edit the settings for a price table you may want to make this the default in that sales quote or sales quote template, this user guide topic shows how this is done.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Save Price Table Settings And Formatting As The Default For A Sales Quote (And Templates) - illustration 7770ee94-22a2-48d4-a462-e7d9ed834418

Once the customised styling has been completed, to save the new format as default, hover over the price table section and click the three vertical dots to the left of the table.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Save Price Table Settings And Formatting As The Default For A Sales Quote (And Templates) - illustration 5fb9f086-d372-494e-a4e9-319588f70981

To save the price table style and settings as default, click on the Save Style As Default button.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - How To Save Price Table Settings And Formatting As The Default For A Sales Quote (And Templates) - illustration e47c252e-e8ad-47b1-a2b3-6f935d9032bb

Related User Guide Topics