Activate your Subscription
Activate your QuoteCloud subscription in seconds and unlock powerful features! This step-by-step guide shows you how to choose the right plan, enter your payment details securely, and confirm your account to start creating professional documents immediately. Learn how to manage billing information, and set up automatic renewals for uninterrupted service. Watch now and get your subscription activated with confidence!
Activate your subscription
Choose the subscription plan that best suits your business.
Add billing details and activate your QuoteCloud subscription.
Set up and activate your QuoteCloud subscription
Open the subscription page
From the Dashboard, click the Subscribe Now button in the top-right corner of the screen. This will begin the subscription setup process for your QuoteCloud account.Access subscriptions from the sidebar
Alternatively, you can open the left sidebar menu and click Subscribe Now . This option allows you to access subscription management from anywhere inside the platform.Review your current plan
The subscription page will display your currently selected products and active plan. You can also click Swap Plans to compare all available subscription options and features.Choose a subscription plan
Browse the available plans including Essentials, Business, and Enterprise. Click Select Plan under the option that best matches your business requirements.Review included products and integrations
Your selected plan and any enabled integrations or add-ons will appear in the Summary panel. In this example, the Business plan and Sabre GDS Itinerary Sync are selected.Continue to payment setup
Click Add Payment Method to proceed with setting up your billing details. This opens the Billing Settings page for payment configuration.Enter company details
Complete the billing form with your company information including company name, registration details, address, and contact information. These details will be used for invoices and subscription management.Add payment information
Enter your credit or debit card details in the Payment Details section. Payments are securely processed through Stripe and payment information is not stored directly by QuoteCloud.Save and activate your subscription
Once all billing details have been completed, click the green Save button in the top-right corner. Your subscription will then be activated and ready for use.
FAQs
How do I activate my QuoteCloud subscription?
Activating your QuoteCloud subscription is quick: from the Dashboard click the Subscribe Now button in the top-right corner (or open the left sidebar and select Subscribe Now). Choose the plan that fits your business, click Select Plan, then follow the prompts to add a payment method and complete billing details.
Once payment is confirmed your account is activated and you can immediately start creating professional quotes and proposals with QuoteCloud’s sales quoting software and sales proposal software features.
Where can I find the Subscribe Now button in QuoteCloud?
The Subscribe Now button appears in two places for convenience: the top-right corner of your Dashboard and inside the left sidebar menu. Use either location to begin subscription setup no matter where you are in the app.
How do I choose the best subscription plan for my business?
QuoteCloud displays available plans (Essentials, Business, and Enterprise) on the subscription page. Click Select Plan under the option that matches your needs and review the Summary panel to see included products, integrations, and add‑ons.
If you’re unsure, use the Swap Plans control to compare features side‑by‑side before committing — a helpful step when evaluating quote software or proposal software capabilities for your team.
How do I add a payment method and enter billing information?
After selecting a plan, click Add Payment Method to open Billing Settings. Complete the billing form with company details such as company name, registration details, address, and contact information, then save your payment method to proceed.
Billing Settings is also where you can enable automatic renewals so your access to QuoteCloud’s sales quoting software and sales proposal software remains uninterrupted.
Can I change or swap plans after activating my subscription?
Yes. The subscription page shows your current plan and selected products. Use the Swap Plans option to review and switch between Essentials, Business, and Enterprise plans, and any enabled integrations or add‑ons will update in the Summary panel.
How do I manage billing, invoices, and automatic renewals?
Open Billing Settings from the subscription page or sidebar to update payment methods, billing addresses, and company details. From there you can also enable or disable automatic renewals to control whether your subscription renews automatically.
Keeping billing information current ensures uninterrupted access to QuoteCloud’s proposal and quote software features and prevents disruptions to client-facing sales documents.
Does QuoteCloud integrate with QuickBooks Online and accounting tools?
Yes — QuoteCloud offers integrations with accounting platforms such as QuickBooks Online (and QuickBooks Payments) so you can sync customers, invoices, and transactions. This integration streamlines finance workflows and reduces manual data entry when using QuoteCloud as your quote software and proposal software.
How secure is the activation process and how long does it take to start using QuoteCloud?
Activation is designed to be secure and fast: most accounts are activated in seconds after payment confirmation. The billing flow captures company and payment details through the app’s Billing Settings and immediately unlocks premium features.
Once activated you can start creating branded, professional sales quotes and proposals using QuoteCloud’s sales quoting software and sales proposal software right away.