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Managing the PDF Content Library


Introduction

Content libraries are used to help sales consultants add valuable content to their sales quotes.  The objective of content libraries are to centralise the development of resuable content, that would not normally be part of a Sales Quote Template. 

For example, the administrator of the content libraries may provide a library of product specification PDF documents used in sales quotes to provide detailed product data for products being sold, or it may be valuable to provide complex content page layouts in PDF form to embed as part of sales quotes to create high impact content to impress clients.  This type of PDF document is produced by skilled graphic designers, and is a valuble resource for sales consultants that are always looking for ways to differentiate themselves against your competition.

The types are content libraries are:

  • Text
  • PDF
  • Video
  • Images
  • Spreadsheets
  • Products catalogue

This user guide topic provides information to manage the PDF Content Library.

 

Does your user account have access to manage the PDF Content Library?

Ensure your QuoteCloud user account has access to manage the content libraries, if you do not have access to manage the content libraries, ask your administrator to provide the access to this user role priviledge.  Instructions to update a user role to assign rights to manage the PDF Content Library are as follows:

Click on the Configuration menu on the Sales Quote Dashboard, then select the option Manage Users & Roles

Click on the Edit button for the user account you would like to update.

Click on the Enrollment tab to view the User Role setting.

Click in to the the ROLES data field and select the User Role that has priviledges to manage the PDF Content Library.  

Managing the PDF Content Library

To access the function to update the PDF Content Library, click on the Content Libraries menu on the Sales Quote Dashboard, and then select the option PDF.

You will now see the PDF Content library (as shown below).  The page consists of a filter on the left where you can filter to show certain categories of PDF documents, and on the right will be the list of the current PDF Documents.  You can click on the Edit button to update any existing PDF Document.  To delete a PDF Document click on the down arrow on the right of the Edit button and select Delete.

We will now learn how to create a new PDF Content Block.  Click on the New Item button (bottom left of the screen).

You will now see the Add Item window (as show below).

Click in the Folder data item, and either select New Folder or choose an existing folder category.  These categories are used in the Sales Quote Editor to group similar types of content, this makes it easier for a Sales Consultant to locate a PDF document in a larger PDF Content Library.

Now click on the green area Drop Assets Here (or click), or drag your PDF documents onto the green highlighted area.  This feature is a bulk upload function that will upload all your PDF documents into the selected category folder.

After you have attached your PDF documents, click on the Save Changes button to start the upload process.

Now click the Save Changes button to commence the upload of the PDF documents into your PDF content library.

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