Now that your documents are loaded into Quotevine, it's time to start tagging fields to populate data automatically.
Adding a Tag
To add a tag, go to your settings tab from the menu and open organisation settings
Navigate to the documents drop-down menu and choose the document template you want to work with.
Click the 'Add Tag' button.
To add a tag, simply click on the desired option.
This tag will automatically default to the top left corner of the document. Click and drag this to where you would like to place it.
Click 'Save' in the top right.
Publishing a Document
To publish, open the Doc. Details header
Toggle on 'Published'
Click on 'Save' to update your document.
Formatting Tags
You can edit the format of any tags that are added onto documents using the buttons highlighted below.
To align text, highlight the tags you require by holding Shift and clicking on the required tags, and use the Align Left or Align Top buttons.
You can make any tag you have selected Bold, Italic, or Underlined, and edit the font size or colour by using the appropriate buttons. You can change the font colour by clicking on the bar shown below, or by typing in the Hex Code.
Deleting a tag
To delete a tag, click it and click 'delete'. You will then be prompted to confirm your decision.
Open the Doc. Details header to publish and save your document.
E-Sign tags
To access E-sign tags, simply click on the 'Adobe Sign' category.
All E-sign tags need a height and width to populate.
Adding a URL to your document
The URL box is used to attach a hyperlink to tag. To do this, you will need to highlight the tag and go to the URL bar. If you wanted the link to populate over something hard coded into your document however, you can add spaces and then use the pipe symbol (the vertical bar) and then the required URL.
URLs will need a height and width to populate.
Note: If additional spaces are needed you may have to play around with how many are required to get the link to up how you would like it.
Adding a QV Apply link to a document
If you are using QV Apply to collect your customers information, it is possible to add a link to your QV Apply site onto documents. This will allow customers to submit their personal and financial information directly from a quotation document.
To utilise this, follow the above steps on adding a URL to a document, however ensure you use the tag cust_online_proposal_link
You do not need to enter a URL into the URL bar, simply add any text you would like to appear for the customer to follow the link.
Previewing Tags
If you want to check the alignment of your tags and see the data pulling through as it would when in use, navigate to the 'Preview Document Pane' on the right hand side of the page.
Select the proposal/order and click on 'Preview' and it will show the data where it would populate.
