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Create your First Document

Get started with QuoteCloud in minutes! This comprehensive guide walks you through creating your first document, from selecting the perfect template to adding your title and first recipients. Watch now and discover how easy it is to craft professional, on-brand proposals that help you win business faster.

Frequently Asked Questions (FAQ) on Document Creation

Can I start a document using a template?

Yes. When you start a new document, you can either select a blank document or browse the Template Gallery to choose a pre-designed layout.

Does QuoteCloud automatically save my progress as I create a document?

Yes. QuoteCloud automatically saves your document. You can disable this feature in Company Settings > Preferences > Document Editor Options if you prefer to save manually.

How do I ensure my new document uses my company's colours and logo?

New documents automatically inherit your company details and logo. Ensure you set these up under Settings > Details & Branding before you create the document.