Getting started with QuoteCloud

Contacts and document activity in your pocket

Three tabs beside the dashboard: your contacts A to Z, the latest activity on your documents, and your conversations with QuoteCloud support.

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QuoteCloud Mobile's tab bar has Dashboard, Contacts, Notifications and Messages. Contacts lists your address book A to Z with search and a page per contact showing its health score, wins and documents. Notifications shows the latest document activity across your company. Messages lists your open conversations with QuoteCloud support.

Last reviewed by the QuoteCloud team

Illustration with sample data: the Contacts tab lists Ridgeline Trade Services' contacts A to Z with company and email. Searching for whit finds Hannah Whitfield; her page shows a Contact Health Score of Healthy, last engagement, win rate, documents sent and document status counts, with Overview, Timeline and Analytics tabs. The Notifications tab lists the latest document activity across the company, and the Messages tab lists open conversations with QuoteCloud support.

Illustration · sample data

What's behind each tab?

  • Contacts

    Everyone in your address book, A to Z, with company and email. Search as you type, sort by name, recently added, last contacted or company, and add a contact with +.

  • Notifications

    The latest activity on your company's documents: viewed, accepted, emails sent, status changes, ownership moves. It refreshes every minute.

  • Messages

    Your open conversations with the QuoteCloud support team, newest first, with unread ones marked.

Is this client warm or going cold?

Each contact's page opens on Overview: a Contact Health Score (Healthy, At Risk or Dormant), their last engagement, win rate, documents sent in the last 30 days, activity momentum, and how many of their documents are created, pending, accepted or lost.

Timeline lists what happened, with links to each document; Analytics charts their documents over time.

Sample business from our trade services pages. Names and figures are fictional.

Illustration with sample data: the Contacts tab lists Ridgeline Trade Services' contacts A to Z with company and email. Searching for whit finds Hannah Whitfield; her page shows a Contact Health Score of Healthy, last engagement, win rate, documents sent and document status counts, with Overview, Timeline and Analytics tabs. The Notifications tab lists the latest document activity across the company, and the Messages tab lists open conversations with QuoteCloud support.

Illustration · sample data

Check a client before you call

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Adding a client to a quote on the go

A document's Contacts action on the dashboard adds or edits recipients with first and last name, email, phone, company and address, and finds existing people in your address book as you type. Each recipient's page shows whether they're linked to the address book, their email and phone as tap-to-email and tap-to-call links, and their personal share link, which tracks their opens and activity.

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Every part, each with a phone you can tap.

Questions about contacts and notifications

Can I see my QuoteCloud contacts on my phone?

Yes. The Contacts tab lists your address book A to Z with each contact's company and email. Search by name, sort the list, and tap a contact for their health score, timeline and analytics.

What is a contact health score?

A quick read of how engaged a contact is: Healthy, At Risk or Dormant, shown with their last engagement, win rate, recent documents and activity momentum.

What shows in Notifications on mobile?

The latest activity on your company's documents, such as a document viewed, accepted, emailed or changed status, with the document and who did it. The list refreshes every minute.

Are Messages from my clients?

No. Messages lists your open conversations with the QuoteCloud support team. Your clients' comments stay with their documents.

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Keep every client close

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