QuoteCloud User Guides & Support

Learn more about QuoteCloud from API's to embedding PDF's, reach out to support to answer those difficult question or Book a personal demo around QuoteCloud.

Sales Quote and Sales Proposal Software - User Guide - illustration 1

User Guide Table of Contents

Getting Started

Setup & Configuration


Sales Quote Styling

Font Settings

Default Price Table Settings

Sales Quote Templates

Content Libraries

Product Catalogue

Discounts, Markups & Margins

Sales Teams

Adding Custom Fields to Sales Quotes and Price Tables

Security Settings

Tax Settings

Sales Quote Approval Process

Setup Quote Dashboard


Setup Quote Editor


Editor Basic Features


Price Table (Basic Features)

Price Table (Advanced Features)

Formatting Content for PDF

Sending Sales Quotes

Document Security

QuoteCloud Software Extensions (Opt-in Features)

Available Software Extensions (Opt-in Features)

Customer Payments


Form Builder

Service Contracts & Plans, Product Bundling


Email Campaings (Bulk send Sales Quotes)

Integration To Other Systems

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved