In addition to creating content using the + Insert button, you can also use content from your Content Libraries.
Rather than searching for that diagram or snippet of text you know you used in a proposal months ago, QuoteCloud allows you to manage a library of text, images and videos that everyone can use.
The right hand column of the screen contains the content libraries and is split into types of content, ie Text, Images, PDF's, Spreadsheets and Videos.
To help you find library content easily, inside each of these three areas the content is organised into a series of folders. You can expand any folder and drag that content directly into your sales quote content area.
Finally to preview and send a sales quote, click the Save & Preview button in the top right.