Getting started with QuoteCloud

Your whole account's settings, on your phone

Tap your picture and Settings opens as a familiar stack of pages: search at the top, then you, your company, people, email, automation and more.

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In QuoteCloud Mobile, tap your profile picture to open Settings. Pages slide in with Back and Save or Done, and Search settings finds any page as you type. On a phone you can edit your profile and security, company details and branding, invite people and set roles and teams, connect email, and manage automation, add-ons and developer settings.

Last reviewed by the QuoteCloud team

Illustration with sample data: settings on the phone for Halden Climate Co. Tapping the profile picture opens Settings with a large title, a search field, the account and company cards, the Business plan with 6 of 8 seats used, and groups for You and Workspace. People slides in with Users, Teams and Roles. Invite slides in with email chips, team and role pickers and a seat note. Send shows Invite sent and the person appears under Pending invites.

Illustration · sample data

What can you change from your phone?

The same areas as the desktop settings, and the same permissions.

  • You

    Profile and signature, working status, notifications, language and region, sign-in and security (password, passkeys, active sessions), dashboard filters.

  • Company

    Company details, branding and logo, preferences such as currency separators and date format, activity, security and sessions.

  • People

    Invite people, edit users, build teams and roles with their permissions, and see how many seats are left.

  • Email

    Connect Google, Outlook 365 or SMTP to send documents, and manage your email templates.

  • Documents & automation

    Lost and canceled reasons, delivery rules, workflows, custom data items and your font book.

  • Add-ons

    What's active and the store, with each add-on's details and pricing.

  • Developers

    API and Zapier (webhooks, OAuth clients, test credentials, event log), connected apps and MCP connections.

  • Plan & billing

    Plan, seats, invoices, usage and payment methods. See billing on your phone.

Invite a new starter before they arrive

Halden Climate Co.'s director invites a new salesperson from the car park. People, Invite, her email, the Residential team and the Sales role. The page says how many seats it uses before he taps Send, and the invite appears under Pending invites with Resend.

Users, teams and roles: Essentials plan and up

Sample business from our HVAC pages. Names are fictional.

Illustration with sample data: settings on the phone for Halden Climate Co. Tapping the profile picture opens Settings with a large title, a search field, the account and company cards, the Business plan with 6 of 8 seats used, and groups for You and Workspace. People slides in with Users, Teams and Roles. Invite slides in with email chips, team and role pickers and a seat note. Send shows Invite sent and the person appears under Pending invites.

Illustration · sample data

Can't find a setting? Search for it

Search settings matches page names and the words people use for them, so logo finds Branding, and password finds sign-in and security. Each result shows the page it sits under. Pages your plan doesn't include still show up, so you can see what an add-on would unlock.

  • Save stays off until something changes.
  • Leaving with unsaved changes asks first: Discard or Keep editing.
  • Anything destructive asks for a second tap.

Illustration with sample data: typing logo into Search settings lists matching pages with their parent page, including Branding under Company. Tapping Branding opens the logo and the switches Hide all QuoteCloud logos, Hide in customer view, Hide in customer emails and Show logo in the app. Turning one on and tapping Save shows Saved.

Illustration · sample data

Run the account from anywhere

Start a free 14-day trial and open Settings from your phone.

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What still needs a computer?

Very little. Nested condition groups in delivery rules and workflows, some workflow steps, rich formatting in certain email templates and a team's travel and payment integrations are set on desktop; the phone shows them and says where to change them.

Workflows and scheduled delivery rules are part of approval workflow and scheduled document send, on the Business plan. API & Zapier, MCP, custom data items and the font book are on the Essentials plan and up.

More of QuoteCloud Mobile

Every part, each with a phone you can tap.

Questions about settings on mobile

How do I open settings in QuoteCloud Mobile?

Tap your profile picture at the top left. Settings opens over the app with a search field, your account and company, and groups of pages. Done closes it.

Can I invite users from my phone?

Yes. In Settings, People, tap Invite, enter one or more email addresses and choose their teams and roles. It shows how many seats the invites use before you send. Users, teams and roles are on the Essentials plan and up.

Can I connect my email account on mobile?

Yes. Settings, Email, Sending setup connects Google or Outlook 365 through their secure sign-in, or an SMTP server, and sets which service sends your documents.

Are permissions the same on mobile?

Yes. Settings on your phone follows the same access rules as the desktop: people only see the pages their role allows, and every change is checked again on the server.

More QuoteCloud Mobile questions

Manage the team without the laptop

Start a free 14-day trial and invite your team from your phone.

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