Sales Quote Template Page Style Settings
When creating a sales quote template, you can override the default company-wide page style settings; this feature allows you to be specific on how you want your sales quote template to look.
This guide will explain the available settings.
First, edit one of your existing sales quote templates. (or create a sale quote template from one of your existing sales quotes click here to learn how to create a sales quote template)
To edit an existing sales quote template, click on the Content Library menu from the Sales Quote Dashboard, and select the menu option Templates. (as shown below)
Click on the Edit button next to the corresponding sales quote template that you want to change.
In the left side column (the section tabs), click on the first section on your sales quote (the Cover Page section, as shown in the screenshot below).
There is a column of icons on the right-hand side of the page; these are the different types of settings available.
Cover Pages Settings
Click on the icon labelled Cover.
The Cover option will allow you to set a default cover page image and adjust the styling of the information blocks on the cover page.
To select a cover page image, scroll through the available cover page images and click on the preferred default for this sales quote template. If they choose, sales consultants can change the cover page from this default when they create sales quotes using this sales quote template.
If you want to add to the available cover page images, click here to learn how this is done.
Next, click on the Preview Custom Layout option, as shown below.
Here you can customise the cover page the way you like it.
In this instance, we have selected the cogs on a row.
We now have options that we can modify fo each section (as shown below)
On each section, you can change margins, padding and borders to your desired settings.
You can change text, add data items, change colours and add images.
You can perform these actions anywhere you like on the entire cover page.
- More detailed information here on adjusting fonts and colours.
- More detailed information here on adjusting rows and columns.
- More detailed information here on adjusting backgrounds and colours.
- More detailed information here on adjusting margins and padding.
- More detailed information here on adjusting background images.
- More detailed information here on inserting text blocks.
- More detailed information here on drag & dropping content blocks.
- More detailed information here on inserting images.
- More detailed information here on hiding content.
Now let's explore Page Settings, on the left of your page, click more and you will find our Page Settings.
There are five sections in this settings area:
- Section Heading
- Heading 1
- Heading 2
- Heading 3
Each of the above sections adjusts the type of text content described by the label. Click on the first option, Section Heading, you will see the available options displayed as shown below.
The above settings described for Section Headings are the same for Heading 1, Heading 2, and Heading 3.
Click on the Body options to adjust the available settings for body text (as shown below). Body normal text, i.e. text that is not a heading.
The available settings in the Body text area are:
Font - select the font face for your Body Text in sales quotes using this sales quote template.
Size - Select the font size for your Body Text in sales quotes using this sales quote template.
Font Colour - use this colour selector to set the colour for body text.
Tab Style Setting
The final option in the Page Settings area for sales quote templates, it to set the look of the section navigations tab. These are the tabs that appear on the left-hand side of the sales quote when a customer is viewing the quote in a web browser (not applicable to the PDF version of a sales quote). The Section Navigation Tabs allow the customer to skip to a section of interest rather than scrolling down the page, particularly useful if your sales quotes contain a lengthy amount of information.
As shown below, there are two available tab styles; click on the check box of the tab style to use for this sales quote template.
The Show "Discussion" Button option allows you to switch on/off the discussion feature available when customers view a sales quote. This feature allows a customer to type a question or comment about the sales quote, which is emailed to the sales consultant.
If you want this feature disabled, leave this checkbox unticked. If you want the feature available to customers for sales quotes using this template, then make sure you tick this checkbox.
The Show "Order Now" is available if you have payments set up and will allow you to receive full or partial payments direct from your proposal.
You can choose a password to enable the opening of your proposal and also set an expiry date for the acceptance of your proposal
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