Customise your QuoteCloud account by setting your preferred language, country, time zone, and date format for consistent communication and accurate localisation.
Set Language, Country, Time Zone and Date Format
Set Language, Country, Time Zone and Date Format
Learn how to configure your company language, regional settings, currency formatting, and document defaults to ensure consistent formatting across all newly created documents.
Steps to configure regional and formatting settings
1
Open Company Settings
From the left sidebar navigation menu, open Company Settings to access regional and localization preferences.
2
Select your company country
Under Language & Region, click the Country dropdown and choose your company’s default country.
3
Choose a date format
Use the Date Format dropdown to select your preferred document date formatting style.
4
Configure language settings
Select the preferred company language that will be applied to newly created documents and document settings.
5
Set the company time zone
Choose the correct time zone for your organization to ensure consistent timestamps and date-related formatting.
6
Configure currency formatting
Select the preferred currency, currency thousand separator, and decimal symbol to control how pricing values appear in documents and pricing tables.
7
Save the company settings
Click Save to apply the updated language, regional, and formatting preferences.
8
Open a document in the editor
Create or open a document and navigate to Document Settings to review how the new settings are applied.
9
Verify updated document language
Confirm that the document language reflects the newly configured company language settings.
10
Verify updated company country information
Check the document data items panel to confirm that the company country now reflects the updated regional settings.
11
Review pricing table formatting
Open a pricing table to verify that currency values now use the selected thousand separator and decimal formatting preferences.
Frequently Asked Questions
What settings can I change in Company Settings?
In QuoteCloud's Company Settings you can set your default Country, Language, Date Format, Time Zone, Currency, Thousands Symbol, and Decimal Symbol so documents and templates match your regional and company preferences.
What does changing the Country do?
Changing the Country sets the Company Country field in your Company Information. This helps ensure company details printed on documents are correct for your region and may influence default local settings.
What does changing the Language do?
Changing the Language updates the default language used in your documents and templates across QuoteCloud. Use this to present quotes, proposals, and templates in your clients' or team's preferred language.
What does changing the Date Format do and why does it matter?
Changing the Date Format sets how dates appear by default in newly created documents (for example, DD/MM/YYYY vs MM/DD/YYYY).
Choosing the right, consistent date format reduces misunderstandings for international clients and avoids errors in delivery dates, contract terms, and payment deadlines.
What does changing the Time Zone do?
Setting the Time Zone ensures all document timestamps and recorded times in QuoteCloud follow your company's time zone, giving consistent and accurate timing on created or modified documents.
How do Currency, Thousands Symbol, and Decimal Symbol settings affect my documents?
The Currency setting defines the default currency symbol used in documents. The Thousands and Decimal Symbol settings control how numeric and currency values are formatted in blank templates (for example, using commas versus periods as thousand or decimal separators).
Can I override company-level settings for individual documents or templates?
Yes. Company Settings provide defaults that templates inherit automatically, but you can change language, country, date format, time zone, currency and number-format symbols at the document level to suit specific clients or use cases.
Will changing these settings update my existing documents?
No. Company-level changes apply to newly created documents going forward. Existing documents remain unchanged unless you edit them individually or apply updates at the document level.