QuoteCloud Mobile: questions and answers
Straight answers about editing, sending and running QuoteCloud from a phone or tablet.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud Mobile is QuoteCloud in your phone's browser, on every plan, with nothing to install. It has a touch editor for quotes and proposals on phones and tablets, a mobile dashboard, contacts, notifications, settings and billing. Clients can sign in person on your phone. A few complex blocks are edited on a larger screen.
Last reviewed by the QuoteCloud team
The basics
What is QuoteCloud Mobile?
QuoteCloud in your phone's web browser: a touch-first editor for quotes and proposals on phones and tablets, plus a mobile dashboard, contacts, notifications, settings and billing.
Which plans include QuoteCloud Mobile?
Every plan. Features inside it follow your plan as they do on desktop, for example the product library and custom data items on Essentials and up.
Is there an app to download?
No. It runs in your phone's browser at app.quote.cloud. You can add it to your home screen from the browser so it opens full screen from its own icon.
Does it work on tablets?
Yes. Touch tablets get the touch editor, with the tools in a panel beside the page when full screen on a large tablet. You can switch to the classic editor from More.
Does it work in dark mode?
Yes. The mobile app follows your phone's light or dark setting.
Editing on a phone
Can I edit quotes on my phone?
Yes. Tap a document on the mobile dashboard, then Edit. Tap any block on the page and change it in the sheet below; edits save as you go, with Undo and Redo.
Which blocks can I edit on a phone?
Text, images, galleries and pricing tables have full touch editing, as do page, section and column settings. Every other block can be added, moved, duplicated, deleted or saved to your library, and its content edited on a larger screen.
Can I change prices on site?
Yes. Tap the pricing table and the item: quantity, price, discount, tax and term, optional items and photos. Totals recalculate as you type, and Add product brings items from your product library.
What needs a tablet or computer?
Editing the content of complex blocks such as forms, spreadsheets, FAQs and Gantt charts, theme fonts and colours, headers and footers, pricing plans, bundles and rules, email attachments and scheduling, link security and approval requests.
What if I lose signal while editing?
The save state shows Offline and your edits wait on the phone until you reconnect. Sending waits too. Opening a document needs a connection.
Can I restore an earlier version from my phone?
You can see the document's history and open or copy an earlier revision from More. Earlier revisions open read-only; a copy becomes a new document.
See it on your own phone
Start a free 14-day trial and open QuoteCloud in your phone's browser.
Sending and signing
Can my client sign on my phone?
Yes. In Send, choose Sign document in-person and the recipient. The document opens as they see it and they sign on your phone. eSignatures are on every plan.
Can I send a quote by text message or chat?
Yes. Send Via Link has Share link, which opens your phone's share sheet so you can send the link in any messaging app, or Copy link to paste it anywhere.
Can I export a PDF on my phone?
Yes. More, Export to PDF generates the PDF and opens it when ready. PDF export follows your plan, as on desktop.
Running your account
Can I create a new document on my phone?
Yes. Tap + on the dashboard, choose a template or a blank document, add the title and recipient, fill in any data items and tap Create Document.
Can I manage users from my phone?
Yes. Settings, People lets you invite people, edit users and build teams and roles, with the same permissions as desktop. Users, teams and roles are on the Essentials plan and up.
Can I change plan or pay an invoice on my phone?
Yes. Settings, Plan & billing changes plan with an exact amount due before you pay, and Invoices lets you pay by card or copy bank-transfer details.
Where to next?
The touch editor
How tapping, the sheet and saving work.
The touch editorSend and sign
Email, links and signing in person.
Send and signGetting started
Sign in and make your first edit.
Getting started
Every QuoteCloud Mobile page
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.
- The mobile document dashboardSearch, filter by status, pin what matters and act on any document from one drawer.
- 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.
Try QuoteCloud Mobile free
Start a free 14-day trial and open QuoteCloud on your phone. No card needed.