How to Login to QuoteCloud


QuoteCloud is a web-based product. To access the QuoteCloud software, you must use a current and up-to-date Web Browser for the best user experience. Preferred web browsers include Google Chrome, Safari, and Microsoft Edge.

Any device will work well, including desktops, laptops and tablets. However, most mobile phones will not provide a big enough screen area to work properly, so it is best to work with a device with a large enough screen area to work effectively on your sales quote content.

To login into QuoteCloud, open a web browser and type the URL my.quotecloud.net.  You will then see the login screen (as shown below)

 

Type in your Email Address and Password for your QuoteCloud account, or you can choose to Login using your Google credentials. Now click on the Login button. After successful login, you will see the Sales Quote Dashboard (as shown below).

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

Getting Started

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