Setting Up QuoteCloud Payments
Connect your Stripe account to QuoteCloud to enable secure online payments for your documents and configure payment preferences for your team.
Steps to set up QuoteCloud Payments
Open your account settings
Click your profile icon and select Settings to access your QuoteCloud account configuration.Open the Teams section
Under Users & Roles , click Teams to manage your team's settings.Edit your team
Click the Edit button for the team you want to configure.Open Payment Settings
Select the Payment Settings tab from the team settings window.Connect your Stripe account
Click Continue Onboarding and complete the Stripe setup process to connect your Stripe account with QuoteCloud.Manage your Stripe connection
Once connected, you can open your Stripe Dashboard or disconnect the Stripe account from the Payment Settings tab.Configure document payment settings
While editing a document, click the $ (Payments) icon to configure payment instructions, payment descriptions, payment amounts, discounts, and other payment options for the current document.
FAQs
How do I connect my Stripe account to QuoteCloud?
To connect Stripe, open your QuoteCloud account Settings (click your profile icon), go to Users & Roles > Teams, click Edit for the team you want to configure, then open the Payment Settings tab. Click Continue Onboarding and follow the Stripe setup flow to complete the connection.
Where do I manage a team's payment settings in QuoteCloud?
Team payment settings are managed from Users & Roles > Teams. Select the team you want to update, click Edit, then choose the Payment Settings tab. From there you can connect or disconnect Stripe and manage the team's payment preferences.
How do I add payment instructions or amounts to a quote or proposal document?
While editing a document, click the $ (Payments) icon to configure payment instructions, payment descriptions, payment amounts, discounts, and other payment options for that document. This enables customers to pay securely online when you’ve connected Stripe.
Can I view or disconnect my Stripe account after connecting it?
Yes. After you connect Stripe, open the team's Payment Settings tab to access management options. From there you can open your Stripe Dashboard for details or disconnect the Stripe account if you need to change or remove the integration.
Can different teams use different Stripe accounts in QuoteCloud?
Yes. Payment settings are configured at the team level, so you can edit each team and connect the appropriate Stripe account for that team. This allows flexible setups if you manage multiple business units or brands.
Does connecting Stripe let customers pay directly on my sales quotes and proposals?
Yes. Connecting Stripe to QuoteCloud enables secure online payments on documents so customers can pay directly from sales quotes and proposals. This feature helps speed up collections when using QuoteCloud as your sales quoting software or sales proposal software.
Where can I find help, training materials, or submit a support request?
Use the QuoteCloud Help Center for articles, training materials, and troubleshooting guidance. The Help Center also provides a way to submit and track support requests and lists resources for checking system outages or service issues.
What should I do if the Help Center doesn't open or I suspect a system outage?
If the Help Center doesn't open, try refreshing your browser or using a different browser/device. If issues persist, submit a support request through QuoteCloud (or use any in‑app help link) and check the Help Center status or outage information page for known service issues.