Have a Question, or need help?

If you need help while using QuoteCloud, there is online support available. Follow these steps to raise a support ticket.

From the Sales Quote Dashboard, click on the menu Guide Me, then select Email Support (as shown below).

Type your question in the message box, and if required, invite our support team to access your QuoteCloud account.

Please note, our support team cannot access your QuoteCloud account unless you grant access. It is often easier and quicker for our support team to answer your question if they can access your configuration settings and see your sales quotes.

Your support request will be queued and allocated to the next available support consultant.

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

13 Nov 2019

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

29 Oct 2019

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