This guide explains how to access and update your personal profile information in QuoteCloud, including your name, email, contact details, and profile image.
The My Profile – Personal Info page in QuoteCloud is the account area and help guide that explains how to view and update your personal profile information. It covers the fields you can edit—such as your name, email, contact details, and profile image—and how those items are used by your QuoteCloud account.
From the Personal Info page you can update core profile fields including your full name, primary email address, and contact details (phone and address fields shown in your account). You can also change or upload a profile image so your account and internal profile displays reflect your latest photo.
Sign in to your QuoteCloud account and open My Profile → Personal Info. The Personal Info guide walks you through locating this area in your account and making edits to the profile fields.
Open My Profile → Personal Info, update the relevant fields (name, email, phone, address), and save your changes. Use this section to keep your account-level contact information current.
Yes. The Personal Info page includes an option to change or upload your profile image so your account and any internal profile displays show your updated photo.
Changes made on the Personal Info page update the account-level contact fields that QuoteCloud uses for your profile. These updated fields become the source data for any places in QuoteCloud where your profile information is used.
Yes. Data from your Personal Info (name, email, contact details, profile image) is used when you embed those data items into documents or document templates, so keeping your profile current ensures documents reflect the latest information.
If you cannot access or edit the Personal Info page, check whether your account role or permissions restrict editing. If necessary, contact your QuoteCloud account administrator or QuoteCloud support for assistance with access and permission issues.