SharePoint: Add Quotes to Your Site

Key insights

• Pull Quote in the SharePoint Text web part lets you highlight key statements with preset styles like Intense, Boxed, Side Border, and Quote Icon.
  It also supports left, center, and right alignment so quotes stand out and improve page readability.
• Quote content type in Document Libraries provides structured storage for quotes with metadata fields such as quote date, decision date, value, and status.
  Use custom views and templates to sort, filter, and generate consistent quote documents quickly.
• Dynamics 365 Sales integration can automatically generate a Word quote document when a sales quote is activated and store it in the linked SharePoint site.
  This reduces manual file creation and keeps sales documents centralized and accessible.
• AI-driven capabilities in modern SharePoint help with content creation, metadata autofill, and workflow automation.
  These features speed up authoring, improve metadata accuracy, and streamline approvals for quote-related content.
• Key benefits include improved readability on pages, consistent and searchable quote storage, reduced manual work through automation, and better governance of quote documents.
  These outcomes boost productivity and make quote management easier to scale across teams.
• Quick implementation tips — start with out-of-the-box list or library settings, apply list formatting or JSON formatting for visual quote cards, and add the Quote content type to libraries for metadata control.
  Test one template and view first, then roll changes out to other sites to keep adoption smooth.

Introduction

Steve Corey released a YouTube video that walks through practical ways to add quotes to a SharePoint site using built-in features. The video targets content creators and site owners who want to highlight statements without third-party tools. It also demonstrates simple formatting techniques and points toward more advanced options for organizations that need structured storage.

What the Video Covers

First, the video demonstrates the new Pull Quote options inside the Text web part and shows how to pick styles and alignment for a polished appearance. Next, it explains how a Quote content type can be added to a document library to store quotes with metadata such as date and status. Finally, the presenter touches on integration with Dynamics 365 and broader AI capabilities in modern SharePoint, offering viewers a sense of how quotes can fit into document workflows.

Pull Quote: Simplicity and Visual Impact

The Pull Quote feature is highlighted as an easy win for editors who want visual emphasis without coding. Moreover, Steve shows how different styles like boxed or side-border can change how readers perceive highlighted text, which improves engagement on pages. However, simplicity comes with tradeoffs because heavy visual use can distract from accessibility or page performance if not used judiciously.

Quote Content Types for Structured Storage

The video then shifts to document management and demonstrates using a Quote content type in a document library to capture structured metadata for each quote. This approach helps teams track important details such as quote date and decision status, and it supports consistent templates for generated documents. At the same time, creating and maintaining custom content types requires governance and planning, particularly when libraries scale across sites.

Dynamics 365 Integration: Automation vs. Control

For organizations using sales systems, Steve touches on how Dynamics 365 can automatically generate quote documents and store them in SharePoint upon activation. Consequently, this automation reduces manual work and improves traceability between sales records and stored documents. Yet, automation introduces tradeoffs because it requires careful mapping of fields, permissions, and retention policies to avoid data silos or incorrect metadata.

How JSON List Formatting Extends Options

Beyond built-in web parts, the video presents JSON list formatting as a way to create richer, data-driven quote cards that display dynamically within lists. This method allows for highly customized visuals tied to list columns, which is powerful for tailored displays and developer-driven solutions. Conversely, using JSON increases maintenance and skills requirements, so teams must weigh the benefit of custom visuals against long-term support needs.

AI Enhancements and Their Influence

Steve also mentions recent AI updates that assist with content creation, metadata suggestions, and workflow automation, which can speed up the process of capturing and publishing quotes. Additionally, these features may improve consistency by suggesting tags and classifications that people sometimes miss. Nevertheless, reliance on automated suggestions demands oversight because algorithms can misclassify context or miss nuance in legal or sales-related language.

Balancing Tradeoffs and Practical Challenges

Overall, the video frames several tradeoffs that site teams need to balance, such as visual appeal versus accessibility, automation versus control, and customization versus maintainability. For example, visual pull quotes improve readability but must align with accessibility standards and responsive design. Meanwhile, automated document generation saves time but requires robust governance, clear templates, and precise metadata mapping to remain trustworthy.

Recommendations for Teams

In practice, Steve’s guidance implies a phased approach: start with built-in Pull Quote styling for editorial needs, then add a structured Quote content type when your team requires searchable, governed records. After that, consider JSON formatting or Dynamics 365 automation if you have the technical capacity and a clear maintenance plan. Finally, involve compliance and accessibility stakeholders early to balance visual, legal, and operational concerns.

Conclusion

Steve Corey’s video offers a clear and practical roadmap for adding quotes to a SharePoint site, mixing simple editorial tools with options for structured document management and automation. As a result, teams can choose the right balance between quick wins and long-term governance depending on their goals and skills. In short, the video is a useful starting point for anyone looking to highlight quotes while planning for scale and control.

Related Resources

• Microsoft 365
• SharePoint - Lists
• Dynamics CRM
• Power Automate
• Power Apps

Keywords

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