Question 1

How do I connect my Stripe account to QuoteCloud?

Accepted Answer

To connect Stripe, open your QuoteCloud account Settings (click your profile icon), go to Users & Roles > Teams, click Edit for the team you want to configure, then open the Payment Settings tab. Click Continue Onboarding and follow the Stripe setup flow to complete the connection.

Question 2

Where do I manage a team's payment settings in QuoteCloud?

Accepted Answer

Team payment settings are managed from Users & Roles > Teams. Select the team you want to update, click Edit, then choose the Payment Settings tab. From there you can connect or disconnect Stripe and manage the team's payment preferences.

Question 3

How do I add payment instructions or amounts to a quote or proposal document?

Accepted Answer

While editing a document, click the $ (Payments) icon to configure payment instructions, payment descriptions, payment amounts, discounts, and other payment options for that document. This enables customers to pay securely online when you’ve connected Stripe.

Question 4

Can I view or disconnect my Stripe account after connecting it?

Accepted Answer

Yes. After you connect Stripe, open the team's Payment Settings tab to access management options. From there you can open your Stripe Dashboard for details or disconnect the Stripe account if you need to change or remove the integration.

Question 5

Can different teams use different Stripe accounts in QuoteCloud?

Accepted Answer

Yes. Payment settings are configured at the team level, so you can edit each team and connect the appropriate Stripe account for that team. This allows flexible setups if you manage multiple business units or brands.

Question 6

Does connecting Stripe let customers pay directly on my sales quotes and proposals?

Accepted Answer

Yes. Connecting Stripe to QuoteCloud enables secure online payments on documents so customers can pay directly from sales quotes and proposals. This feature helps speed up collections when using QuoteCloud as your sales quoting software or sales proposal software.

Question 7

Where can I find help, training materials, or submit a support request?

Accepted Answer

Use the QuoteCloud Help Center for articles, training materials, and troubleshooting guidance. The Help Center also provides a way to submit and track support requests and lists resources for checking system outages or service issues.

Question 8

What should I do if the Help Center doesn't open or I suspect a system outage?

Accepted Answer

If the Help Center doesn't open, try refreshing your browser or using a different browser/device. If issues persist, submit a support request through QuoteCloud (or use any in‑app help link) and check the Help Center status or outage information page for known service issues.

Setting Up QuoteCloud Payments