Popular guides

Reordering Rows (Containers) and Columns in a Document

Learn how to reorder rows (containers) and columns in QuoteCloud documents to adjust layout and improve visual flow.

Setting a Repeating Price in a Sales Quote Price Table

Learn how to set repeating prices in QuoteCloud sales quote price tables. Automate recurring charges for subscriptions, retainers, or ongoing services.

Password Protect a Document

Learn how to add password protection to your QuoteCloud documents to control access and keep your content secure.

Set a Template to Published

Learn how to publish a draft template in QuoteCloud, making it available for use when creating new documents.

Rename and Move a Template

Learn how to rename a template and move it to a different template category in QuoteCloud to keep your template library organized.

Duplicate a Template

Learn how to duplicate an existing template in QuoteCloud to quickly create a copy for editing without affecting the original template.

View a Template

Learn how to preview a template in QuoteCloud before publishing or using it, allowing you to review the final document layout and content.

Edit a Template

Learn how to edit an existing template in QuoteCloud using the Document Editor to customize layouts, content, and design.

Create a New Template

Learn how to create a new template in QuoteCloud using a blank template, assign a template category, and start designing your own documents.

Browse Template By Categories

Learn how to filter templates by category in QuoteCloud to quickly find proposal, quote, and other document templates.

Search Templates

Learn how to quickly find templates in QuoteCloud by searching for a template name using the built-in search bar.

View Draft Templates

Learn how to access and manage Draft Templates in QuoteCloud to view unpublished templates before they are published.

View All Templates

Learn how to access and view all available templates in QuoteCloud from the Templates section.

Navigate Between Contract Plan Pages

Learn how to navigate between Contract Plan pages in QuoteCloud using page numbers and previous/next pagination controls.

Change Records Per Page

Learn how to change the number of Contract Plans displayed per page in QuoteCloud using the Records per Page dropdown.

Delete Multiple Contract Plans

Learn how to delete multiple Contract Plans at once in QuoteCloud using bulk actions to quickly remove obsolete plans from your library.

Select Multiple Contract Plans

Learn how to select multiple Contract Plans in QuoteCloud using individual checkboxes or the Select All option for bulk actions.

Delete a Contract Plan

Learn how to permanently delete a Contract Plan in QuoteCloud using the actions menu and confirmation dialog.

Edit a Contract Plan

Learn how to edit an existing Contract Plan in QuoteCloud by updating plan details, pricing, descriptions, and other settings.

Create a New Contract Plan

Learn how to create a new Contract Plan in QuoteCloud by entering plan details, assigning products, and saving the plan for use in proposals and quotes.

Sort Contract Plans Using Table Column

Learn how to sort Contract Plans in QuoteCloud by clicking table column headers to organize plans in ascending or descending order.

Filter Contract Plans Using Category

Learn how to filter Contract Plans by category in QuoteCloud to quickly display plans belonging to a selected category.

Delete a Contract Plan Category

Learn how to delete a Contract Plan category in QuoteCloud by either transferring its contents to another category or permanently deleting the category and all its contents.

Rename a Contract Plan Category

Learn how to rename Contract Plan categories in QuoteCloud to keep your plans organized and easier to manage.

View Contract Plans

Learn how to access and browse all Contract Plans in QuoteCloud from the Libraries section.

Create a New Company

Learn 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 CSV

Learn how to export your QuoteCloud contacts to a CSV file for backup, sharing, or use in other systems.

Import Contacts from CSV

Learn how to import contacts from a CSV file by uploading data, mapping fields, validating rows, and importing contacts into QuoteCloud.

Set a Forecast Month

Learn how to switch views and assign a forecast month to sales opportunities for accurate planning and tracking.

Update Forecast Confidence Levels

Learn how to switch to Kanban view, update forecast confidence levels, and assign a forecast month for better sales tracking.

Filter Forecasts by Month

Learn how to access Sales Forecast and filter forecast data by month to quickly find relevant sales reports.

Filter Forecasts by Confidence

Learn how to open Sales Forecast and filter forecast data by confidence level to quickly review relevant sales insights.

Browse Community Forums

Browse the QuoteCloud Community Forums to connect with users, explore discussions, ask questions, find solutions and FAQs—join the community to get support now.

Setup Payment Settings

Learn how to connect Stripe with QuoteCloud, configure team payment settings, and enable secure online payments for your documents.

Travel Customer Onboarding

Learn how to set up and configure the QuoteCloud Travel Itinerary Add-on. Step-by-step instructions to enable, integrate, and customise itineraries for your quotes and proposals.

Sabre GDS API Configuration Setup

Learn how to configure and set up the Sabre GDS API in QuoteCloud. Step-by-step instructions to connect your Sabre account and enable automated itinerary creation.

Install CCTE Addon

Follow our step-by-step guide to install the QuoteCloud CCTE Add-on. Enable seamless integration for enhanced travel itinerary management within your quotes and proposals.

Delete Unwanted Itinerary Segments

Learn how to delete unwanted itinerary segments in QuoteCloud. Step-by-step instructions to remove outdated or incorrect travel details from your itineraries.

Create Itinerary Document Template

Discover how to create a custom itinerary document template in QuoteCloud. Step-by-step instructions to design, format, and personalise travel itineraries for your clients.

Changing order of itinerary segments

Learn how to change the order of itinerary segments in QuoteCloud. Step-by-step instructions to rearrange travel details for accurate and logical itineraries.

Deleting unwanted itinerary segments

Learn how to assign or remove passengers from flight segments in a flight style itinerary using QuoteCloud. Step-by-step guide for accurate travel documentation.

Adding or editing passenger details from booking information

Learn how to add or edit passenger details from booking information in QuoteCloud. Step-by-step instructions to update traveller records for accurate itineraries.

Manually Create A Travel Itinerary

Learn how to manually create a travel itinerary using QuoteCloud. Use the Itinerary block to generate a complete travel guide, and enhance it with AI-generated images and itinerary suggestions.

Set a Default Style to Apply to Your Itinerary Document Within the Template

Learn how to set a default style for your itinerary documents in QuoteCloud templates. Step-by-step instructions to apply consistent branding and formatting.

Install Sabre Add-on

Learn how to install the QuoteCloud Sabre Add-on. Seamlessly connect Sabre travel data to automatically create and share detailed itineraries in your quotes and proposals.

Enabling or disabling Trip Summary and Weather in itinerary settings

Learn how to enable or disable the Trip Summary and Weather features in QuoteCloud itinerary settings. Step-by-step guide to customise client travel documents.

Create New Itinerary Template

Learn how to create a new itinerary template in QuoteCloud. Step-by-step instructions to design, customise, and save templates for professional travel itineraries.

Copy an Existing Travel Document Template

Find out how to copy an existing travel document template in QuoteCloud. Quickly duplicate, edit, and customise templates to create professional itineraries faster.

CCTE API Configuration

Learn how to configure the CCTE API in QuoteCloud. Step-by-step instructions to connect your travel data source and enable automated itinerary creation.

Assigning or removing passengers from flight segments (Flight style itinerary)

Learn how to assign or remove passengers from flight segments in a flight style itinerary using QuoteCloud. Step-by-step guide for accurate travel documentation.