QuoteCloudCompany Settings
Set up your company's details and preferences.
Company Settings
8 guides- Adding Global Custom Data ItemsLearn how to create global custom data items in QuoteCloud. Use these fields to store reusable information that can be inserted across your sales documents.
- Always show Price Table in "Edit Mode" and line item notesLearn how to always display the price table in Edit Mode and view line item notes in QuoteCloud, making it easier to review and adjust pricing while editing documents.
- Change Company DetailsLearn how to change your company or organisation details in QuoteCloud, including name, contact information, logo, and other key business information.
- Change Create Button Options in DashboardLearn how to customise the Create Document button on your QuoteCloud dashboard. Choose whether it opens a template selector, starts a blank document, asks each time, or uses your company’s default template.
- Creating Contact Data Items and How to Use ThemLearn how to create contact-specific data items in QuoteCloud and use them to personalise documents with client information.
- Document Editor Options Enable / Disable Continuous ScrollLearn how to enable or disable Continuous Scroll in the QuoteCloud document editor. Choose between a single-page-section editing view or a continuous scrolling layout for easier navigation.
- How to WhiteLabel QuoteCloud (Remove QuoteCloud Branding and use your own Logo Branding)Discover how to white label your QuoteCloud account by removing default branding and replacing it with your own company logo. This guide walks you through the steps to customise your branding, helping you present a professional and consistent image to your clients.
- Set Language, Country, Time Zone and Date FormatLearn how to configure your QuoteCloud account settings for language, country, time zone, and date format to match your regional preferences.