Getting Started Guide - Creating your First Sales Quote
QuoteCloud helps businesses create impressive and effective sales quotes.
To get started you can click on the Create Document button or click on the dropdown (arrowdown) options and choose one of the options below:
- 1. Create Blank Document
- 2. Create From Template
- 3. Upload Document
1.Create Blank Document: If you want to start with a blank document with no sections, formatting, and design. Click on the Blank Document option.
Follow the steps below on Title, Style, and Customer Information tabs to save your new sales quote document.
2. Create From Template: You can choose from My Templates to select a template you have previously saved or from Public Templates and choose from the extensive templates QuoteCloud library has.
Follow the steps below on Title, Style, and Customer Information tabs to save your new sales quote document.
3. Upload Document: If you'd like to get started by uploading a document, you can select a PDF, Word, JPG or PNG file from your computer and upload it to QuoteCloud. Press Select File.
Follow the steps below on Title, Style, and Customer Information tabs to save your new sales quote document.
Title, Style, and Customer Information tabs
You will need to fill up these 3 Tabs to set up your new sales quote.
Title tab
Name your document, add a subtitle (optional) and click on Continue.
Style tab
Step 1: Set a default colour scheme and cover page to use on your document. You can choose from the default colors, if you have uploaded your logo into QuoteCloud the color scheme from your logo will be the default colors.
You can also change the color palette from your Sales Quote Dashboard.
Step Two: Choose the page size you would like your quote to be, you have 4 choices here:
- A4 (8.27 x 11.69 in)
- Letter (8.5 x 11 in)
- Legal (8.5 x 14 in)
- Ledger (11 x 17 in)
All of these page sizes can be Portrait or Landscape. Toggle on Portrait to shift to Landscape
Step Three: Choose your Cover Page Design, you have 4 options:
- No Cover Page
- Upload A Cover Page
- Choose From Your Library
- QuoteCloud Gallery
To choose from the QuoteCloud Gallery click on the photos icon to open the gallery.
Customer Information tab
Enter the details of the client(s) you are sending your quote.These will be pre-filled when you create your sales quotes.
You can choose to add the recipient(s) to your contact list and add extra recipients.
Once you have entered these details, press Create Quote.
Congratulations! You have successfully created your new sales quote.
The next step is to add content edit the sales quote and send it. Please refer to the topic Introducing the Sales Quote Editor to learn more about adding and editing content in a sales quote.
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