undefined - Rows and Column in the Sales Quote Editor - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Using Rows and Columns in the Sales Quotes Editor


The Sales Quote Editor allows splitting a row into multiple columns; this feature makes it easy to format content side-by-side.

NOTE: The Rows and Columns feature was introduced to QuoteCloud in February 2020; content created before this release will not show the Rows and Columns. However, you can edit a sales quote template or sales quote document to copy and paste text content into a Row, allowing you to make use of the features offered by Rows and Columns.

 

Rows and Columns Tool Bar

Edit or create a sales quote (or sales quote template) so that you are using the Sales Quote Editor.

Click on the + button and then select Row.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration 87358bcb-0e49-483d-8e0e-8a134d81690e

Now insert a content block (in our case, we will use a text block; however, video or image will have the same result in creating a Row with a Single Column).

You will see a new content block inside a Row, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration b847f651-3f75-4c25-9641-99c1a3fbcc55

To split a Row into more than one column, hover on content block and click on the menu button (circle with three vertical dots) as highlighted below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration d0ce2995-7405-4607-8c99-599f0a3aeeb8

To split a Row into more than one column, click on the Column tab, then select the relevant Column icon to change the number of columns, as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration 0c77957a-cbc2-4f00-8485-342017450aa9

We have selected two columns in the below example.

While you hover over a Row, the toolbars for each column will appear. Use the Insert buttons (plus icon in a circle or the Add Widget button if the column is empty) to add content blocks into each column as desired. 

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Rows and Column in the Sales Quote Editor - illustration 3911d9bc-7ce9-426b-8a47-6d03df3f75b0

Related User Guide Topics