1
Open the account profile menu
Click the profile icon located in the bottom-left corner of the QuoteCloud dashboard.
Create a New Team
Learn how to create a new team in QuoteCloud, manage team members, and set permissions for effective collaboration.
Create a New Team
Learn how to create and configure a new company team, assign team settings, and manage document sharing permissions inside QuoteCloud.
Steps to create a new team
2
Open Settings
From the profile menu, select Settings to access your company configuration and management options.
3
Navigate to Teams
Under the Users & Roles section, click Teams to manage your company teams.
4
Start creating a new team
Click the Create New Team button located at the top of the Teams page.
5
Enter the team name
In the Create New Team modal window, type the name of your new team into the Team Name field.
6
Add an optional team reference
Optionally enter a unique team reference identifier in the Team Reference field.
7
Configure team contact information
Enter the team location, office phone number, and contact email address within the Team Contact Info section.
8
Review additional team settings
Browse available team configuration categories including General Team Settings, Product Catalog Restrictions, Template Restrictions, and Payment Settings.
9
Configure shared document permissions
Under the Shared Documents section, choose whether team members should have Full Access to view and edit all team documents or Viewer Access only.
10
Save the new team
After completing the team configuration, click Save to create and store the new team.
11
Confirm successful team creation
QuoteCloud will display a Team Setup Complete! confirmation message indicating that the new team has been successfully created and configured.
Frequently Asked Questions
What information do I need to create a new team in QuoteCloud?
To create a team in QuoteCloud you’ll provide a Team name and a Team reference, enter team contact details, and (optionally) configure product catalog restrictions. For travel teams you can also set Sabre DK Access and Travel API settings. Finally choose default member permissions (for example Full Access or Viewer) so new users have the correct access to documents and templates.
How do I create a new team in QuoteCloud?
Create a team by entering the Team name and Team reference, adding the team contact information, and applying any product catalog restrictions you need. Configure travel-specific settings if applicable, choose default member permission levels, then invite or assign users and set their roles. These steps are built into QuoteCloud’s team setup workflow to streamline collaboration within your sales quoting software and sales proposal software processes.
What is the Team reference and why should I set it?
The Team reference is an internal identifier used for tracking, reporting and integrations. Setting a clear, consistent Team reference makes it easier to map teams to product catalogs, APIs, accounting integrations or external systems and simplifies analytics and operational workflows across your quote software and proposal software processes.
How do I add and manage team members and roles?
Invite or assign users to the team, then set each user’s role and permission level. Roles determine access to documents, templates, and product catalogs (for example Full Access versus Viewer). Regularly review and update roles to ensure access aligns with responsibilities and to keep sensitive pricing or contract information secure.
Can I control access to shared documents for my team?
Yes. QuoteCloud lets you set access levels such as Full Access or Viewer so you control who can view or edit team documents, templates and shared proposals. Use permission settings and role assignments to protect sensitive content while enabling collaboration where needed in your sales quoting software or proposal software workflows.
Can I assign product categories in the product catalog to specific teams?
Yes. You can restrict product catalog categories on a per-team basis so team members only see and use the products they should. This simplifies quoting and proposal creation, reduces user error, and aligns product visibility with sales territories, specialties or verticals.
Are there travel-specific team settings I should be aware of?
For travel teams QuoteCloud supports travel-specific settings such as Sabre DK Access and Travel API configuration. These settings enable secure GDS access and API integrations and allow seamless syncing with mobile apps like TravelDocs for itinerary delivery and real-time updates.
What are best practices for naming, permissions and integrations when creating a team?
Use a consistent naming convention for Team names and Team references to make reporting and integrations (for example QuickBooks or document-generation tools) easier. Apply the principle of least privilege when assigning roles, schedule regular permission audits, and restrict product categories where possible. These practices improve security, reporting accuracy and the efficiency of your quote software and proposal software workflows.