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Using Rows and Columns in the Sales Quotes Editor


The Sales Quote Editor provides the option to split a row into multiple columns, this feature makes it easy to format content side by side.

The Rows and Columns feature was introduced to QuoteCloud in February 2020, content created proir to 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.

Now click on the Insert button as shown below.

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.

To split a Row into more than one column, hover on the columns icon as show below.

We will select two columns of equal width (as shown below).

As can be seen above while you hover over a Row the tool bars will appear as will as the Insert buttons below each column. Use the Insert buttons to add content into each column as desired. As shown below.

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