close

How to Install Plugin (Software Extension)


The process described below is the same for activating all plugins for QuoteCloud.

Introduction

A plugin for QuoteCloud is an exension of software functionality beyond the standard features of the QuoteCloud product. Some QuoteCloud plugins are generic software features that most users would find useful, such as the e-signatures, payments, and workflow plugins. Other QuoteCloud plugins are industry specific features, for example Travel Industry, QuoteCloud has special plugins that create travel itineraries, these are obviously useful to only those QuoteCloud customer in the travel sector.

When you Subscribe to a QuoteCloud Plugin you will receive 14 days free of charge service to try out the features, you can cancell the plugin at any time.  After the 14 day peroid ends, if you do not cancel your subscription to the plugin you will see the charges on your next bill.

Follow these steps to subscribe to a QuoteCloud plugin:

First click on the Extensions button on the top menu bar of the Sales Quote Dashboard, (as shown below)

As show above, on the left side of the page is a menu.  This menu categorises the available plugins for ease of search, click on a category to reduce the plugins displayed on the screen.

In this tutorial, we will use the e-signature plugin to demonstrate how a plugin is installed in your account.

Click on the e-signature plugin, if it is not visible on your screen then scroll down the page to locate it.

Click on the FREE TRIAL button.

You will be prompted to accept the terms and conditions to use the plugin being activated.

After you have successfully subscribed to the QuoteCloud plugin you have chosen, you will see a page similar to the one below. You will notice that the button on the lower left now says UNSUBSCRIBE.  If you want to deactivate a plugin, simply click on the UNSUBSCRIBE button.

Related User Guide Topics

How to Remove a Plugin (Software Extension)
24 Jul 2020
When you Subscribe to a QuoteCloud Plugin you will receive 14 days free of charge service to try out the features, you can cancell the plugin at any time.  After the 14 day peroid ends, if you do not cancel your subscription to the plugin you will see the charges on your next bill.Follow these steps to remove to a QuoteCloud plugin
What is a Sales Team Used For?
29 Oct 2019
The "sales team" concept in QuoteCloud allows you to group individuals into logcial teams. This can mimic your corporate structures, including management hierarchies etc. or could simply allow you to split the sales department into logical groups who sell particular products/services or work in particualr verticals.
Allow Any Team Member To Edit Any Sales Quote
20 Aug 2019
Learn how to update your settings to allow any team member to edit any sales quote owned by other team members.
How to Install a Plugin (Software Extension)
13 Aug 2019
There are many extra software features that you can optionally subscribe to use, learn how to add additional features to your QuoteCloud account.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved