Question 1

How do I view Draft Templates in QuoteCloud?

Accepted Answer

Open the Templates section from the left-hand navigation menu, then click Draft Templates in the left-hand panel. All saved, unpublished templates will display so you can review, edit, and manage them before publishing.

Question 2

Can I access Draft Templates from any page in QuoteCloud?

Accepted Answer

You can view Draft Templates by opening the Templates area via the left-hand navigation. If you’re on another page, open the left-hand menu and select Templates, then choose Draft Templates to see your unpublished templates.

Question 3

Where can I find the QuoteCloud Help Center?

Accepted Answer

The Help Center is available inside QuoteCloud and provides access to support resources and documentation. Use the Help Center link or menu option in the app to open it and get answers or submit requests when you need assistance.

Question 4

What resources are available in the Help Center?

Accepted Answer

The Help Center includes tutorials, product documentation, FAQs, forums, and options to submit assistance requests. It’s a central place for running your sales workflows—whether you’re using our sales quoting software or sales proposal software—to find setup guides and best practices.

Question 5

How do I submit and track a support request?

Accepted Answer

Use the Help Center’s support or contact option to submit an assistance request with details about your issue. After submission you can check the Help Center to view the status and any responses so you can track progress on your ticket.

Question 6

Are training materials available in the Help Center?

Accepted Answer

Yes — the Help Center hosts training materials, walkthroughs, and tutorials designed to help you use QuoteCloud features like template management, document generation, and integrations. These resources are useful for teams adopting quote software or proposal software workflows.

Question 7

What should I do if the Help Center doesn’t open?

Accepted Answer

If the Help Center won’t open, try refreshing your browser or reopening QuoteCloud. If the issue persists, try a different browser or device and then submit a support request through the app so the team can investigate.

Question 8

Where can I check for system outages or service issues?

Accepted Answer

Check the Help Center for notices about outages or service issues; it is the primary place QuoteCloud uses to post system status updates. If you suspect an outage and don’t see a notice, submit a support request so the team can confirm and respond.

Viewing Draft Templates