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.

FAQs

How do I create a new company in QuoteCloud?

Open the Contacts icon in the left sidebar, click the Add Contact button, choose Create a New Company from the dropdown, enter the Company Name, and click Save to store the new company record.

This simple flow makes adding companies fast when using QuoteCloud as your sales quoting software or proposal software.

Which fields are required when creating a company?

The only required field to create a company record is the Company Name. After saving, you can add or update additional details (address, phone, notes, billing info) to enrich the record for quoting and proposals.

Can I create a company from the Contacts area?

Yes — use the Contacts area: press Add Contact, then select Create a New Company to open the company creation form. This keeps all your companies and contacts centralized for easy use in QuoteCloud’s quote software and sales proposal software features.

How does a company record affect my quotes and proposals?

Company records let you attach contact and billing details to quotes and proposals automatically. When you create a quote or proposal, selecting a saved company fills customer fields, speeds document generation, and ensures consistent information across your sales documents.

Can I edit or delete a company after creating it?

Yes — created company records are stored in Contacts and can be updated. To change details, open the company record and edit the fields; deletion or bulk changes are typically available from the Contacts list depending on your account permissions.

Does QuoteCloud sync company records with QuickBooks Online?

QuoteCloud supports integration with QuickBooks Online, allowing customer and transaction data (including company records) to sync between systems. This streamlines accounting and avoids double entry when using QuoteCloud as your quote software integrated with QuickBooks.

Who in my team can create company records?

Any user with access to the Contacts area can create a new company. If you need to restrict creation or changes, adjust user roles and permissions in your account settings so only authorized team members manage company records used by your sales quoting and sales proposal software workflows.

Best practices for naming and organizing company records to improve quoting and proposal workflows?

Use consistent naming conventions (legal name — short name), include industry or region tags in notes, and fill key fields like billing address and preferred contact. Consistent company records reduce errors, speed proposal generation, and make QuoteCloud’s document generation features more effective for quote and proposal software processes.