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:
- 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.