CloudLink Ideas Portal

Quote Editor Customizable Formatting

Within iQuote, to control formatting options in the Quote Editor like a word-type template with HTML enhancements. Such as changing font size, choose different fonts, change positioning of paragraphs and being able to save customized quote templates if customers require a specific format.

  • Fallon Foale
  • Mar 4 2022
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

This would solve having to make a new document each time and could refer back to a saved template for the same customer that requires a specific format for quotes.

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  • Ryan Stevenson commented
    July 21, 2022 20:59

    Big Second motion on this idea. A customizeable quote document template to arrange the quote however the quoter would see fit would be a very welcome enhancement.



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