QuoteCloudDashboard
Find, track and manage your documents.
General Features
10 guides- Activate your SubscriptionLearn 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.
- Create your First DocumentLearn 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.
- 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.
- Editing Layout of the Documents TableLearn how to customise and edit the layout of the Documents Table in QuoteCloud, including column order, visibility, and sorting for better data management.
- Exporting Document DataLearn how to export document data from QuoteCloud for reporting, analysis, or backup purposes. Step-by-step instructions included.
- 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.
- Revise (Modify) a Document Already Sent to a RecipientLearn 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 TemplateDiscover 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.
- Use Document Status Filters to Search by StatusLearn 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.
- Using Column Filters to Find DocumentsLearn how to use column filters in the QuoteCloud Document Dashboard to quickly locate specific documents. Step-by-step filtering instructions.
Document Creation
2 guides- Create a Blank DocumentCreate a blank document in QuoteCloud - learn step-by-step how to make and open a new document in the QuoteCloud document editor. Get started now.
- Create a Document from a TemplateFollow these steps to create a new QuoteCloud document from a template, choose a category, select a template, add recipients, and open the document editor.
Document List & Navigation
1 guideDocument Management
12 guides- Copy a Document IDFollow these steps to copy a document ID in QuoteCloud. Access document options, copy the unique document identifier, and use it for support requests, integrations, and document tracking.
- Delete a DocumentLearn how to permanently delete a document in QuoteCloud. Remove unwanted documents, confirm deletion, and keep your document library organized and up to date.
- Mark a Document as SentFollow these simple steps to mark a document as Sent in QuoteCloud. Update document statuses, improve workflow tracking, and keep your document records organized.
- Pin a DocumentDiscover how to pin documents in QuoteCloud to keep important files easily accessible. Follow these simple steps to pin a document and have it appear at the top of your document list.
- Revise the Latest Document VersionLearn how to revise the latest version of a document in QuoteCloud. Create a new revision, edit document content, and maintain version history while preserving previous document versions.
- Save a Document as a TemplateLearn how to save a document as a reusable template in QuoteCloud. Convert existing documents into templates to streamline document creation and maintain consistency across your organization.
- Share a Document LinkDiscover how to share a document link in QuoteCloud. Generate general or recipient-specific links, copy shareable URLs, and securely provide access to documents online.
- Sign a Document in PersonFollow these steps to sign a document in person in QuoteCloud. Choose a signer, open the document viewer, add an electronic signature, and complete the signing process securely.
- Transfer a Document to a ColleagueFollow these steps to transfer document ownership in QuoteCloud. Select a colleague, update the document owner, and securely hand over responsibility for document management.
- Update a Document StatusDiscover how to update document statuses in QuoteCloud. Change a document's workflow stage, select a new status, and save updates to keep document tracking accurate and organized.
- View a DocumentDiscover how to view documents in QuoteCloud. Open documents directly from your document list, access the document editor, and review document content with ease.
- View Document HistoryDiscover how to view document history in QuoteCloud. Review document edits, status changes, recipient activity, and revision history from a complete activity timeline.
Sidebar Navigation
4 guides- Access Deleted Documents in TrashLearn how to access deleted documents in the Trash section of QuoteCloud. View removed documents, review deleted records, and manage document recovery from a centralized location.
- Access Workflow ReviewLearn how to access Workflow Review in QuoteCloud. View documents awaiting review, monitor approval workflows, and quickly manage workflow-related tasks from the dashboard.
- View All DocumentsLearn how to view all documents in QuoteCloud. Access the complete document list, browse records across your organization, and quickly locate important documents from the dashboard.
- View Your DocumentsLearn how to view your documents in QuoteCloud. Access documents assigned to you, filter your personal document list, and quickly manage your own records from the dashboard.
Status Navigation
12 guides- View Accepted DocumentsLearn how to view accepted documents in QuoteCloud. Filter documents by Accepted status to quickly identify approved documents and track successfully completed document workflows.
- View Alert DocumentsLearn how to view alert documents in QuoteCloud. Filter documents by Alert status to quickly identify records that require immediate attention and take action on important workflow items.
- View All StatusesLearn how to view all document statuses in QuoteCloud. Use the All Statuses filter to display documents across every status category and quickly organize your document list.
- View Delivered DocumentsLearn how to view delivered documents in QuoteCloud. Filter documents by Delivered status to track documents that have successfully reached recipients and monitor document delivery progress.
- View Documents Awaiting SignatureLearn how to view documents awaiting signature in QuoteCloud. Filter documents by Signing status to quickly find documents that still need recipient signatures.
- View Documents in Creating StatusLearn how to filter and view documents in Creating status in QuoteCloud. Display all draft documents currently being prepared and manage documents that are still in progress.
- View Documents in Review StatusLearn how to filter and view documents in Review status in QuoteCloud. Quickly identify documents awaiting approval or review and manage workflow tasks more efficiently.
- View Lost DocumentsLearn how to view lost documents in QuoteCloud. Filter documents by Lost status to quickly identify unsuccessful opportunities, track lost proposals, and review documents that were not accepted.
- View Opened DocumentsLearn how to view opened documents in QuoteCloud. Filter documents by Opened status to identify recipients who have viewed your documents and monitor engagement with sent proposals and quotes.
- View Paid DocumentsLearn how to view paid documents in QuoteCloud. Filter documents by Paid status to quickly locate completed payments, track paid records, and manage financial document workflows.
- View Revised DocumentsLearn how to filter your document list to display only documents with a Revised status. This view helps you quickly identify documents that have been modified and may require review or further action.
- View Sent DocumentsLearn how to view sent documents in QuoteCloud. Filter documents by Sent status to quickly locate proposals, quotes, and documents that have been successfully sent to recipients.
Smart Filters
4 guides- View Currently Travelling DocumentsLearn how to view Currently Travelling documents in QuoteCloud. Use the Currently Travelling smart filter to quickly identify active travel records and monitor travelers who are currently on their journey.
- View Due to Travel DocumentsLearn how to view Due to Travel documents in QuoteCloud. Use the Due to Travel smart filter to quickly identify travel-related documents and manage upcoming travel requirements efficiently.
- View Expiring Soon DocumentsLearn how to view documents that are expiring soon in QuoteCloud. Use the Expiring Soon smart filter to quickly identify documents approaching expiration and take action before they expire.
- View Travel Ended DocumentsLearn how to view Travel Ended documents in QuoteCloud. Use the Travel Ended smart filter to quickly identify completed trips, review past travel records, and manage completed travel documentation.
Custom Filters
4 guides- Create and Save a New Filter ConfigurationLearn how to create and save a custom filter configuration in QuoteCloud. Build personalized document views using filter criteria and save them for quick access in the future.
- Delete a Saved Filter ConfigurationLearn how to delete a saved filter configuration in QuoteCloud. Remove unused custom filters, keep your workspace organized, and manage filter configurations efficiently.
- Resave a Filter with Current SettingsLearn how to resave a custom filter with updated settings in QuoteCloud. Modify filter criteria, update saved configurations, and keep your custom filters aligned with your current document preferences.
- View Saved Custom FiltersLearn how to view saved custom filters in QuoteCloud. Access previously created custom filters to quickly organize, manage, and locate documents based on your saved filter configurations.
Document Search & Filters
2 guides- Clear FiltersLearn how to clear all applied filters in QuoteCloud. Reset document table filters with a single click and return to the full document list for easier document management.
- Filter Documents Using Table ColumnsLearn how to filter documents using table columns in QuoteCloud. Use column filters such as Title, Passengers, Consultant, and Created By to quickly find and organize specific documents.
Document Sorting
1 guideBulk Document Actions
3 guides- Clear Selected DocumentsLearn how to clear selected documents in QuoteCloud. Remove all selected documents from your current selection without affecting document data and continue managing records efficiently.
- Delete Selected DocumentsLearn how to delete selected documents in QuoteCloud. Select multiple documents, use the Delete Documents option, and permanently remove unwanted records from your document list.
- Select Multiple DocumentsLearn how to select multiple documents in QuoteCloud. Use document checkboxes to quickly select several records at once for bulk actions, reviews, and document management tasks.
Trash Management
5 guides- Permanently Delete a DocumentLearn how to permanently delete documents in QuoteCloud. Access the Trash folder, permanently remove unwanted documents, and confirm deletion to remove files from the system.
- Permanently Delete Multiple DocumentsLearn how to permanently delete multiple documents in QuoteCloud. Select several files from the Trash folder and permanently remove them in a single action to keep your workspace organized.
- Restore a Deleted DocumentLearn how to restore a deleted document in QuoteCloud. Access the Trash folder, open document actions, and recover deleted files back to your active document list.
- Restore Multiple DocumentsLearn how to restore multiple deleted documents in QuoteCloud. Select several files from the Trash folder and recover them simultaneously using the Restore Documents action.
- View Deleted DocumentsLearn how to view deleted documents in QuoteCloud. Access the Trash section to review deleted records, monitor removed documents, and manage document recovery workflows.
Dashboard Settings
2 guides- Configure Dashboard LayoutLearn how to customize your QuoteCloud dashboard layout. Show or hide columns, rearrange dashboard fields, and create a personalized view that displays the information most important to you.
- Export Document DataLearn how to export document data in QuoteCloud. Generate downloadable reports, export document information, and receive exported data directly via email for reporting and analysis.
Contact Address Book
5 guides- Create a New CompanyLearn how to create a new company record by opening Contacts, selecting Create a New Company, entering company details, and saving the record.
- Export Contacts to CSVLearn how to export your QuoteCloud contacts to a CSV file for backup, sharing, or use in other systems.
- How to Add, Edit and Delete ContactsLearn how to add new contacts, edit existing ones, and delete those you no longer need.
- Import Contacts from CSVLearn how to import contacts from a CSV file by uploading data, mapping fields, validating rows, and importing contacts into QuoteCloud.
- Searching for a ContactLearn how to filter and more to narrow down your results and locate contacts faster.
Document Version History & Controls
1 guideEmail Settings
4 guides- Choose Email Service and Template When Sending DocumentsLearn how to select your preferred email service and choose an email template when sending documents in QuoteCloud.
- How To Personalise The Default Email Content For Sending and Revising DocumentsLearn how to personalise the default email content used when sending or revising documents in QuoteCloud. This step-by-step guide helps you customise subject lines, message bodies, and template settings to match your brand and communication style.
- Set Default Email Service for Documents and CampaignsLearn how to edit your existing email service and set it as the default for sending documents and campaigns. This guide shows you where to access your email settings, how to update SMTP details, and how to choose the default service used when sending documents or campaigns from Q
- Set Up Your Own Email Services to Send DocumentsLearn how to configure your own email service in QuoteCloud to send documents directly from your business email address.