Setting your Credit Card for your QuoteCloud Subscription

To update the credit card details for your QuoteCloud Subscription fees, click on the Account menu on the Sales Quote Dashboard and select the menu option Payments Settings (as shown below)

Sales Quote and Sales Proposal Software - Billing and Payment Details - illustration 1

You will now see a window appear to manage your account payment details, as shown below.

Sales Quote and Sales Proposal Software - Billing and Payment Details - illustration 2

Company Details

The company details section records your company name, government-issued company registration id, and address. This information is used for the invoices that are created for QuoteCloud software subscription fees. This company information is also available in sales quote templates and sales quotes (as embedded data items in text blocks).

Payment Details

In this section, you enter a valid credit card number and expiration date.

In the Users who receive invoice related emails: data field, you can optionally enter the email addresses of people that should receive the invoices created by QuoteCloud for your software subscription fees.

After you enter or update the information in the Payment Settings window, click on the Save button.

Related User Guide Topics

Rows and Column in the Sales Quote Editor

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The Sales Quote Editor provides the option to split a row into multiple columns, this feature makes it easy to format content side by side.

Billing and Payment Details

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Update your company details and credit card details for your QuoteCloud account.

Creating Your First Proposal

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QuoteCloud makes creating sales quotes easy. Use this getting started guide to create your first sales quote.

Previewing & Sending Sales Quotes

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Once you have finished creating a sales quote, you need to take a look at how this will look when the customer views it, and of it looks great then send to your customer