Inserting a Spreadsheet into a Sales Quote

QuoteCloud provides the ability to add & edit spreadsheets in your sales quote. 

Spreadsheets are very useful if you want to create a table of data that performs calculations. A common example of using a spreadsheet in sales quotes, is a "return on investment calculator", where you need to demonstrate the return on investment to a customer when buying your products. e.g. in the solar industry you might have a spreadsheet to calculate cost savings when solar panels are installed in a home.

Click on the + Insert button located between every content block while working in the Sales Quote Editor, click Add Spreadsheet:

A new spreadsheet block will be inserted. The QuoteCloud spreadsheet tool is very similar to many spreadsheet applications such as MS Word or Google Docs.


Back to Top