Your quotes and proposals, on one phone screen
The mobile dashboard lists every document with its status and recipient, filters by status in one tap, and opens a drawer with every action you need.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's mobile dashboard lists your documents with number, title, status, owner and main recipient. Search by title, email or first name, filter by status, and swipe to your pinned documents. Tap a card for its details and actions: Edit, View, Send, Contacts, Pin, Status, Copy, Revise and Delete. The + button creates a document.
Last reviewed by the QuoteCloud team
Illustration with sample data: the QuoteCloud mobile dashboard for Ridgeline Trade Services. Document cards show the number, title, a coloured status, the owner and the main recipient. Swiping shows Pinned. The filter button opens Filter by Status with Show All, Creating, In Review, Sent, Delivered, Alert, Revised, Pending Sent and Expiring; choosing In Review leaves one document. Tapping a card opens its drawer with owner, main recipient, views and the actions Edit, View, Send, Contacts, Pin, Status, Copy, Revise and Delete; Pin shows a Pinned toast.
Illustration · sample data
What can you do from a document's drawer?
Tap any card. The drawer shows the owner, main recipient, last change and views, then the actions.
Edit and View
Edit opens the touch editor; View opens the document as your client sees it.
Send and Contacts
Send it by email, manage recipients and copy each recipient's link.
Pin
Keep the documents you're chasing in the Pinned list.
Status
Mark it Accepted, Paid, Lost or Canceled, with a reason; set or clear an expiry date.
Copy and Revise
Copy makes a separate duplicate; Revise creates a new revision and keeps the existing version.
Delete
Moves the document to the trash, where you can restore it later.
Start a new quote from a template, on the phone
Tap +, and Get Started shows your templates: Quick Access, My Templates, Shared with Me and the template gallery, with a search and Blank Document. Name the document and add the client in Add Recipients, from your address book or as a new contact. If the template has data items, fill them in, then Create Document.
The new document opens straight in the touch editor.
Sample business from our HVAC pages. Names are fictional.
Illustration with sample data: creating a document on the phone. The plus button opens Get Started with Quick Access, My Templates and Shared with Me, a template search and Blank Document. Choosing the Ducted air conditioning proposal template and Continue opens Add Recipients with the document title and a primary recipient. Data Items asks for the site address, then Create Document builds it and opens it in the editor.
Illustration · sample data
How does the status filter work?
The filter button opens Filter by Status. Pick one and the list changes at once; tap it again to clear it.
Before it goes
Creating, In Review and Pending Sent.
On its way
Sent, Delivered and Revised.
Needs a look
Alert, and Expiring for the ones that have run out of time.
See where every quote stands
Start a free 14-day trial and open the mobile dashboard on your phone.
Small things that save time
Always current
Pull down to refresh. Come back to the app after a while and it refreshes by itself.
Recents
Tap Search and your latest documents and recent searches are right there.
Pinned
Once you pin a document, a Pinned tab appears; swipe between Pinned and All Documents.
More of QuoteCloud Mobile
Every part, each with a phone you can tap.
- The touch document editorThe same document, laid out for touch: tap a block and a sheet slides up with everything you can change.
- Edit text and data items on your phoneType straight onto the page, format with a thumb-sized toolbar and drop in data items.
- Edit pricing tables on your phoneChange a quantity on site and watch the total roll. Add items from your library, set discounts and options.
- Add photos to a quote from your phoneTake a photo or pick one from your library, position and zoom it and give it alt text, inside the document.
- Pages and blocks on a small screenSee every page at once, drag to reorder, and add, duplicate or remove pages and blocks.
- Send a quote and get it signed from your phoneEmail it, share the link, or hand your phone over and sign in person.
- Contacts, messages and notificationsYour address book, document conversations and alerts, each one tap away.
- Account settings on your phonePeople, roles, teams, email, automation, add-ons and developer settings, in a familiar settings stack.
- Plans and billing on your phoneChange plan, pay by card or bank transfer, and check invoices and usage.
- Getting started with QuoteCloud MobileWhere to sign in, which browsers work, and your first edit from the phone.
- FAQStraight answers about editing, sending and running QuoteCloud from a phone.
Questions about the mobile dashboard
Can I see the status of my quotes on my phone?
Yes. Every card on the mobile dashboard shows the document's status in colour, with its owner and main recipient. Filter by Status narrows the list to one status, such as In Review or Sent.
Can I create a new quote from my phone?
Yes. Tap + on the dashboard, choose a template or Blank Document, add a title and recipient, fill in any data items and tap Create Document. It opens in the touch editor.
How do I find a document on my phone?
Tap Search at the top and type. By default it searches titles, recipient emails and first names, and shows your recent documents and searches before you type.
Can I pin documents on mobile?
Yes. Tap a document and then Pin. Pinned documents get their own tab, and you swipe between Pinned and All Documents.
What does Delete do on the mobile dashboard?
It moves the document to the trash, where you can restore it later. Only a document already in the trash can be deleted permanently, and that asks you first.
Know where every quote stands
Start a free 14-day trial and check your quotes from your phone.