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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?
Follow the on‑screen registration flow to create your organisation record and the 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 proposals right away with QuoteCloud's sales quoting software.
What company settings should I configure during registration?
During registration set essential document defaults such as Country, Language, Currency, and Date Format. Configuring these defaults up front ensures your quotes and documents use the correct regional settings and keeps formatting consistent across your organisation.
How do I add and manage users after registration?
Use the User Management section to invite team members, create user accounts, and manage access. From there you can send invitation emails, activate or deactivate accounts, and update user details. This centralised user management makes it easy to run your quote software and keep your team in sync.
How do I assign roles and permissions to team members?
QuoteCloud supports role‑based access control. Create or choose user roles and assign permissions that control access to documents, quoting features, templates, and administrative functions. For step‑by‑step instructions see the related guides 'Create a New User Role' and 'Creating a New User Account'.
Can I use templates and customise document defaults for my company?
Yes. During setup and from Document Settings you can upload branded templates, set default terms, and choose formatting options. Using templates and document defaults in your proposal software speeds up document creation and ensures consistent branding and compliance across all quotes and proposals.
Does QuoteCloud integrate with accounting and other business apps?
Yes. QuoteCloud offers integrations with accounting platforms (for example QuickBooks Online) and other apps to automate customer and transaction syncs, invoice generation, and reporting. Integrations help streamline your workflows between QuoteCloud and your accounting systems.
Who is the initial administrator and how can I change administrative users later?
The initial administrator account is created during registration and has full access to company settings, templates, and user management. You can add additional administrators or change admin permissions later through User Management by assigning the appropriate role and permissions to other team members.
Where can I find help if I get stuck during setup?
If you need help, consult the QuoteCloud user guides and FAQs, request a demo, or contact QuoteCloud support. The in‑product help and documentation walk you through registration, user management, templates, and other features of our sales proposal software.