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Register a New Company Account
This guide explains how to create a new QuoteCloud company account, set up your organisation’s details, and begin managing users and documents.
Frequently Asked Questions
How do I register a new company account in QuoteCloud?
To register a new company account, follow the on-screen registration flow to create your organisation record and initial administrator user. The process collects basic company details and lets you configure core document and account settings so you can start creating quotes and documents immediately.
What company settings should I configure during registration?
During registration you can set essential document defaults such as Country, Language, Currency, and Date Format. Configuring these defaults up front ensures quotes and documents use the correct regional settings and helps maintain consistency across your organisation.
How do I add and manage users after registration?
After your company account is created, use the User Management section to invite team members, create user accounts, and manage access. From there you can send invitations, activate or deactivate accounts, and assign the appropriate roles and permissions for document and quote workflows.
How do I assign roles and permissions to team members?
QuoteCloud supports role-based access control. Create or choose user roles, then assign permissions that control access to documents, quoting features, templates, and administrative functions. See the related guides 'Create a New User Role' and 'Creating a New User Account' for step‑by‑step instructions.
Can I use templates and customise document defaults for my company?
Yes. During setup and from the document settings you can upload and configure branded templates, set default terms, and choose formatting options. These templates and defaults speed up document creation and ensure consistent branding and compliance.
Does QuoteCloud integrate with accounting and other apps?
QuoteCloud offers integrations to streamline workflows—examples include a QuickBooks Online integration to sync customers, invoices and payments, and mobile tools like TravelDocs for travel itineraries. Integrations reduce manual entry and improve accuracy between systems.
Are there industry-specific setup options or templates?
Yes. QuoteCloud provides industry-related templates and configuration guidance to match common document and quoting requirements for specific sectors. During setup you can choose the templates and fields that best fit your industry to reduce customisation time.
Where can I find help or additional guides after registering my company account?
If you need more help, use the QuoteCloud help centre and related guides such as 'Create a New User Role', 'Creating a New User Account', and 'Delete a User Account'. These resources walk you through user management, permissions, and document configuration step by step.