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 all the approved legal content that should be used in sales quotes for different sittuations, or it may be valuable to provide professional case studies to add to sales quotes to support the conversion of a sale.
The types are content libraries are:
- Products catalogue
This user guide topic provides information to manage the Text Content Library.
Does your user account have access to manage the Text 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 Text Content Library are as follows:
Click on the Configuration menu on the Sales Quote Dashboard, then select the option Manage Users & Roles.