General Features

Use Document Status Filters to Search by Status

Learn how to use document status filters in QuoteCloud to search for documents by status, such as Creating, Sent, Approved, or Lost. Step-by-step instructions included.

Revise (Modify) a Document Already Sent to a Recipient

Learn how to revise a document already sent to a recipient in QuoteCloud. Step-by-step instructions to make updates and resend for approval.

Saving a Document as a Template

Discover how to save any QuoteCloud document as a template in minutes. Follow our clear, step-by-step instructions to name, organize, and manage reusable templates for faster, more consistent proposals.

Activate your Subscription

Learn how to activate your QuoteCloud subscription quickly and securely. Follow our easy guide to select a plan, enter payment details, and manage billing for uninterrupted access to premium features.

Editing Layout of the Documents Table

Learn how to customise and edit the layout of the Documents Table in QuoteCloud, including column order, visibility, and sorting for better data management.

Using Column Filters to Find Documents

Learn how to use column filters in the QuoteCloud Document Dashboard to quickly locate specific documents. Step-by-step filtering instructions.

Restore Documents from the Trash Bin (Single Document, Multiple Documents)

Learn how to restore documents in QuoteCloud, including single document restoration, and restoring multiple documents at once. Keep your workspace organised with this step-by-step guide.

Create your First Document

Learn how to create your first QuoteCloud document with our comprehensive, step-by-step tutorial. From choosing a template and add your first recipients, get up and running in no time.

Exporting Document Data

Learn how to export document data from QuoteCloud for reporting, analysis, or backup purposes. Step-by-step instructions included.

Deleting Documents (Single Document, Multiple Documents, and how to Empty The Trash Bin)

Learn how to delete documents in QuoteCloud, including single document deletion, removing multiple documents at once, and emptying the trash bin. Keep your workspace organised with this step-by-step guide.