1
Understand recipient access
In the Document Editor, recipients are the people who will receive the document.
You can add or edit your own recipients at any time, however shared company contacts may require additional permissions to modify.
Add Recipients While Editing a Document
This guide shows how to add recipients to a document during the editing process in QuoteCloud, allowing you to manage who receives, reviews, or signs your documents.
Add recipients while editing a document
- Open the Recipients panel from the document editor.
- Add and manage recipients for your proposal or document.
Add and manage document recipients
2
Open the Recipients panel
Click the Recipients icon on the right-hand sidebar of the editor.
This opens the recipient management panel for the current document.
3
Add a new recipient
Inside the Recipients panel, click +ADD to create a new recipient for the document.
You can add Primary, To, and CC recipients depending on how the document should be shared.
4
Enter recipient details
A modal window will appear where you can enter the recipient’s information.
Fill in details such as first name, last name, email address, phone number, company name, and address.
5
Save the recipient
After entering all required information, click Save.
The new recipient will immediately be added to the document recipient list.
6
Review recipient assignment
When a document does not yet have an existing recipient, the first added contact will automatically become the Primary Recipient.
You can continue adding additional recipients under To Recipients or CC Recipients as needed.
FAQs