Getting started: questions and answers

On the QuoteCloud login page click REGISTER HERE, enter your email address and a password, and choose Register with Password. Fill in your name, company name, mobile number, country and company size, then invite team members or skip that step for later. You are logged in to the dashboard straight away, but you need to click Activate Account in the verification email to unlock all features of your trial account.

• Register a new company account

Usually days. You can register and create a document the same day, without a credit card. On Essentials, Business and Enterprise, QuoteCloud converts one of your existing templates during the trial and runs a complimentary 45-minute training session, so your first quotes look like yours. There is no implementation project or professional services contract unless you want one; Enterprise adds implementation support for larger rollouts.

• Onboarding services

From the dashboard, click Create Document and choose Blank Document to start from scratch or From a Template to use a ready-made layout. With a template, pick a category in the Template Gallery, select a template, optionally add a document title and enter the recipient's name, email, company and phone, then click Continue and Create Document. The document opens in the editor in a new browser tab, ready to customise and send.

• Create your first document

Yes. Send the document you use today and the QuoteCloud team rebuilds it as a QuoteCloud template, ready in your template library. On Essentials, Business and Enterprise, one existing template is converted free during your trial. Additional template conversions are a paid add-on, billed per template. To arrange it, start your trial and contact the team through the support contact page.

• Professional services
• Contact the QuoteCloud team

Start in Settings. Under Details & Branding, upload your company logo and choose whether to hide QuoteCloud logos from the document viewer and client emails. Under Language & Region, set your country, language, time zone, date format and currency formatting, which apply to newly created documents. Connect your own email service so documents arrive from your address, then invite colleagues and assign them a team and role under Users & Roles.

• Set language, country, time zone and date format
• Add your logo and white-label QuoteCloud

Yes. In Company Settings under Language & Region you choose the company country, language, time zone and date format, plus the currency, thousand separator and decimal symbol used in price tables. These defaults apply to newly created documents, and the document currency can be changed for an individual document. This setting controls how prices appear in your quotes; it is separate from the currency your QuoteCloud subscription is billed in.

• Language and region settings

The quote is sent from your connected email service. On Essentials and above, real-time tracking and notifications show when the client opens and reads it. The client can select optional items, adjust quantities where you allow it, accept with an eSignature and, if you have connected a payment gateway such as Stripe or PayPal, pay online from the same document. Every completed signed document includes a certificate of authenticity and an audit trail.

• Send documents for eSignature