Logging in with Existing Account Credentials

Sign in with the email address registered to your account and your password. On the sign-in screen you can also choose 'Sign In with Magic Link' to receive a secure login link and a 6‑digit code via email. Use either the emailed link or enter the 6‑digit code to access your account.

After you sign in you'll be redirected to your QuoteCloud dashboard where you can start creating and managing documents immediately. This includes building quotes and proposals, using our sales quoting software and sales proposal software features, accessing templates, managing customers, and any integrations available on your plan.

When you select the Magic Link option, QuoteCloud sends an email to your registered address containing a secure clickable link plus a 6‑digit code. You can sign in by clicking the link in the email or by entering the 6‑digit code on the sign-in screen. It's a quick, password-light way to access your quote software account securely.

To sign in with a passkey, choose the passkey option on the sign-in screen and follow the on-screen instructions. If prompted, scan the displayed QR code with a registered device such as your phone or tablet, or complete the device-specific authentication flow. Once authenticated on your device, you'll be signed into QuoteCloud without entering a password.

QuoteCloud supports multiple secure sign-in methods: traditional email plus password, Sign In with Magic Link (secure email link and 6‑digit code), and passkey authentication via a registered phone or tablet. These options let you pick whichever method best fits your security and convenience needs when using our proposal software or quote software.

Yes. On the sign-in screen you can select the option that suits you for that session — enter your email and password, request a Magic Link and 6‑digit code, or authenticate with a passkey-enabled device. This flexibility makes it easy to access your sales quoting software from different locations and devices.

Passkey authentication works with registered devices such as modern smartphones and tablets. During sign-in, QuoteCloud will prompt you to scan a QR code or follow on-screen instructions on your registered device to complete the passkey flow. Make sure your device supports platform passkeys and is registered with your account.

Yes. When QuoteCloud emails the Magic Link it also sends a 6‑digit code to the same address. If you prefer not to click the link, simply enter the 6‑digit code on the sign-in screen to authenticate. This provides an alternative way to access your account while using the same secure email-based verification.