1
Open the profile menu
Click the profile icon located at the bottom-left corner of the QuoteCloud dashboard to open the account menu.
My Profile – Personal Information
This guide explains how to access and update your personal profile information in QuoteCloud, including your name, email, contact details, and profile image.
Update Your Profile
Learn how to update your personal profile information, contact details, social accounts, and profile appearance inside QuoteCloud.
Steps to update your profile
2
Open My Profile
From the account menu, select My Profile to view and manage your personal profile information.
3
Review the profile settings tabs
Inside the profile page, review the available sections including Personal Info, Working Status, Language & Region, Notifications, and Sessions.
4
Review your account overview
In the Account Overview section, you can view your registered email address, office phone number, mobile number, and work location details.
5
Edit your contact information
Click directly on any editable field such as office phone number, mobile number, or location to update your personal information.
6
Save updated profile details
After editing a field, click Save if prompted. Some profile changes may save automatically after being updated.
7
Add communication platform usernames
Under the Personal Info section, you can add or update your WhatsApp, Slack, and Microsoft Teams usernames.
8
Update your profile icon
Hover over your profile icon at the top of the page to access profile appearance options.
9
Change the profile background color
Select a new color from the available color palette to customize the appearance of your profile icon.
10
Upload a custom profile image
Click Upload Image if you want to replace the default profile icon with your own profile picture.
11
Review your updated profile information
Confirm that your updated contact details, communication usernames, and profile appearance changes are displayed correctly.
12
Confirm successful profile update
QuoteCloud will display a Profile Updated! confirmation message indicating that your profile changes have been successfully saved.
Frequently Asked Questions
What is the My Profile – Personal Info page in QuoteCloud?
The My Profile – Personal Info page is your account area in QuoteCloud where you can view and update your personal profile information. It explains which fields you can edit (name, email, contact details, profile image) and how those values are used across the QuoteCloud sales quoting software and sales proposal software.
Which personal details can I update from the Personal Info page?
From the Personal Info page you can update core profile fields including your full name, primary email address, phone number, and address fields shown in your account. You can also change or upload a profile image so internal profile displays and generated documents reflect your latest photo.
How do I access the Personal Info settings in QuoteCloud?
Sign in to your QuoteCloud account, then open My Profile → Personal Info. That section walks you through locating the Personal Info area and making edits to your profile fields within the quote software and proposal software environment.
How do I change my name, email, or contact details?
Open My Profile → Personal Info, edit the relevant fields (name, email, phone, address), and save your changes. Make sure you click Save before navigating away so your updates are applied to your account-level contact information.
Can I change or upload a profile image from this page?
Yes. The Personal Info page includes an option to change or upload a profile image so your account and any internal profile displays show your updated photo across QuoteCloud's quote software and proposal software outputs.
If I update my email or contact details, where are those changes applied?
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, including quotes, proposals, and internal account displays.
What should I do if my updated details do not appear on quotes or proposals?
If edits don’t appear, confirm you saved the changes, refresh the page or sign out and sign back in, and verify the document template pulls data from account-level profile fields. If the problem persists, contact QuoteCloud support or your account administrator for help.
How does QuoteCloud use my personal info in its sales quoting and proposal software?
QuoteCloud uses your account-level personal info as source data for generated documents, internal profiles, and any place where contact or identity information is required. Keeping your Personal Info page current ensures quotes and proposals produced by the sales quoting software and sales proposal software include accurate contact details and branding.