Get started with QuoteCloud on your phone
Nothing to install. Sign in once in your phone's browser and QuoteCloud opens in its mobile layout, with the touch editor one tap away.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Open app.quote.cloud in your phone's browser and sign in with a magic link or your password. Phones open the mobile dashboard automatically; on tablets and computers, browser windows narrower than desktop width get the mobile layout too. From the dashboard, tap a document and Edit to open the touch editor.
Last reviewed by the QuoteCloud team
Illustration with sample data: a phone shows QuoteCloud's mobile dashboard for Ridgeline Trade Services. The owner taps the split-system quote for Tom Ellery, taps Edit, and the quote opens in the touch editor. He taps the pricing table, changes the extra pipe run from 4 to 6 metres and the total rolls from $3,201.00 to $3,344.00. The quote saves and the green Send button appears.
Illustration · sample data
How do you make your first edit from a phone?
Sign in
Go to app.quote.cloud on your phone and sign in with a magic link or your password. New to QuoteCloud? Start a free trial.
Add it to your home screen
Optional: in your browser's share or menu options, choose Add to Home Screen. QuoteCloud then opens full screen, like an app.
Open a document
Tap a card on the dashboard, then Edit.
Tap, change, send
Tap a block, change it in the sheet, then tap the green Send button.
Which layout opens on which device?
One address everywhere. QuoteCloud picks the layout for the screen.
Phones
Always the mobile app and the touch editor.
Tablets
The touch editor on touch-only tablets. The dashboard follows the window: the mobile layout below desktop width, the full dashboard above it.
Computers
The full desktop app. Make the window narrow and the mobile layout takes over; widen it and the desktop returns.
Your first minute in the app
The tab bar along the bottom has Dashboard, Contacts, Notifications and Messages. Your picture at the top left opens Settings; the search field and the filter button sit beside it. The orange + makes a new document.
The mobile dashboard Settings on your phoneIllustration 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
No app store, no download
Start a free 14-day trial, then sign in on your phone's browser.
Tips for working on a phone
Stay connected
Opening, editing and sending need a connection. If it drops mid-edit, your edits wait on the phone and save when you're back.
Light or dark
The mobile app follows your phone's light or dark setting.
Bigger jobs, bigger screen
Forms, spreadsheets, themes and pricing rules are edited on a tablet or computer. See the full list.
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.
- 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.
- FAQStraight answers about editing, sending and running QuoteCloud from a phone.
Questions about getting started
Where do I sign in to QuoteCloud on my phone?
At app.quote.cloud in your phone's browser. Phones open the mobile sign-in, with a magic link or your password, then go straight to the mobile dashboard.
Which phones and browsers does QuoteCloud Mobile work on?
It runs in the web browser, so use an up-to-date browser such as Safari on iPhone or Chrome on Android. There is nothing to install.
Can I add QuoteCloud to my home screen?
Yes. Use your browser's Add to Home Screen option. QuoteCloud then opens full screen from its own icon, starting at the mobile sign-in.
Can I sign up for QuoteCloud on my phone?
Yes. The free trial sign-up works in a phone browser, and you can start from a template.
Open QuoteCloud on your phone today
Start a free 14-day trial. It works in the browser you already have.