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)

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

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 to use 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 expire 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

28 Jan 2020

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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The Customer Address Book feature allows all Sales Consultants to save customer contact details. When a customer is saved to the Customer Address Book QuoteCloud will automatically complete customer details when creating sales quotes.

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

29 Oct 2019

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