Corbel Building Co.
Proposal
Residential
construction
Proposed works at 14 Banksia Rise, Hillcrest
Quoting software that leaves lasting impressions
Sales Quoting Software for Faster Quotes and Winning Proposals
The leading sales quoting software for creating, managing, tracking and eSigning quotes, proposals and contracts — 20 content blocks, CPQ price tables, real-time collaboration and an AI Co-worker in one editor.
No credit card required · No lock-in contract · Free plan forever
Watch one proposal go from template to signed, in the real product
A builder's estimator, Ella Morgan of Corbel Building Co., creates a new home proposal in QuoteCloud. She chooses the Residential Construction Proposal template and adds Lachlan and Cheryl Hart as recipients, and the proposal opens with its photo cover and section pages. From the product catalogue she ticks the slab, frame, roof, windows, kitchen, two bathrooms, solar, ducted air and landscaping, adds them to the price table, adds two ad-hoc lines, and makes solar, ducted air and landscaping client optional values. She adds the kitchen and bathroom brochure as an Embedded PDF and drops in a Gantt Chart of the build with a Handover milestone, then sends it by email. Lachlan opens the proposal, ticks solar and ducted air, and the total updates. He draws his signature, signs, accepts the document, and Ella's editor shows it as Accepted. Illustration with sample data.
A builder's estimator, Ella Morgan of Corbel Building Co., creates a new home proposal in QuoteCloud. She chooses the Residential Construction Proposal template and adds Lachlan and Cheryl Hart as recipients, and the proposal opens with its photo cover and section pages. From the product catalogue she ticks the slab, frame, roof, windows, kitchen, two bathrooms, solar, ducted air and landscaping, adds them to the price table, adds two ad-hoc lines, and makes solar, ducted air and landscaping client optional values. She adds the kitchen and bathroom brochure as an Embedded PDF and drops in a Gantt Chart of the build with a Handover milestone, then sends it by email. Lachlan opens the proposal, ticks solar and ducted air, and the total updates. He draws his signature, signs, accepts the document, and Ella's editor shows it as Accepted. Illustration with sample data.
A recreation of the QuoteCloud editor and the client's view, with sample data. Product Library is on the Essentials plan and up, the Gantt Chart block on Business, and eSignatures are free on every plan.
- 256-bit encryption
- GDPR
- eIDAS
- Hosted on AWS
How it works
Just click, quote, and close.
- 1
Click
Start from a template or drop any of 20 content blocks onto the page: text, images, video, diagrams, forms, spreadsheets, tables, whiteboards, FAQs and more.
- 2
Quote
Add a CPQ price table with optional items, discounts and custom formulas. Clients pick options and the total updates instantly.
- 3
Close
Know the moment your quote is opened, collect a legally binding eSignature and take payment, all inside the same document.
Then get paid, and let AI do the busywork.
Two more things in the same document: a deposit taken through to Paid, and AI Co-worker turning rough notes into a priced quote. Pick one, and a note on the screen explains every click.
Set a 30% deposit in Payment Settings. Once the client signs, Pay Now appears in the same document, and your dashboard shows Part Paid, then Paid. QuoteCloud Payments: Essentials plan
Explore online paymentsProduct demo: From deposit to PaidTaking a deposit and closing the job as Paid. In the editor's Payment Settings the value is set to 30 percent. The client accepts the document and pays the 30% deposit by card through Stripe, and the document shows as Part Paid on the dashboard. When the balance is settled, the row menu's Update Document Status opens Document Setting, the status is changed to Paid and saved, and the dashboard shows Paid. Illustration with sample data.
Paste rough site-visit notes and AI Co-worker fills the price table from your own catalogue, with Undo. Ask for an introduction and it drafts one in the chat for you to copy in. Business plan
Explore AI Co-workerProduct demo: Messy in, polished outAI Coworker in the QuoteCloud editor. Rough site-visit notes are pasted into the AI Coworker prompt. It searches the product catalog and updates the pricing table with four catalog products, showing Pricing table updated with Undo and Edit. Asked for an introduction, it drafts the text in the chat; the text is copied and pasted into the document's empty text block. Illustration with sample data.
Illustrations with sample data. Click any step under a demo to jump to it.
What it changes for your team
Everything between "hello" and "paid".
Quoting, collaboration, approvals and AI in one document platform, so your team spends time selling instead of formatting.
CPQ price tables that sell
Optional line items clients can select, quantities and totals updating instantly, any currency, custom formulas, discounts and columns, while internal costs and margins stay hidden.
Real-time collaboration
Several people edit the same document at once; changes appear instantly. Comments, reviews and version history. No more emailing versions.
CollaborationAI Co-worker + MCP
Draft, rewrite, summarise and translate in the AI Co-worker chat, then copy the text in. Ask it to fill a price table from your catalogue or change document styles and it applies the change, with Undo. With MCP, AI assistants securely work with your live catalogue, customers and proposals.
Workflow & approvals
A visual workflow builder: set a trigger, add conditions such as the total value, and route the document to the right approvers, such as the creator's managers, before it can be sent.
Know when they're reading
See when customers open and read your quotes, with real-time notifications so sales can follow up at exactly the right moment. Every quote, proposal and contract sits in one Document Dashboard.
eSign & get paid in the same document
Encrypted, legally binding e-signatures, online acceptance and payments through Stripe or PayPal. Touch-friendly on tablets, so you can quote, sign and collect on site.
Content libraries & templates
Approved text, images, videos, pricing and product info in personal, team and company libraries. Insert with a click and keep every document on-brand.
Your team, in the same document at the same time.
Two people on one quote: Darren edits a price while Ella keeps writing, only the cell he's editing locks, and his review note is resolved right in the document. Document Collaboration is on the Business plan. Product overview
Product demo: Co-edit, review and resolveTwo people working on one QuoteCloud proposal at the same time. Darren Cole joins and his hover card shows he is editing the pricing table. He changes the paving quantity: that pricing cell is locked for Ella, the rest stays editable, and the totals update live. Ella edits the introduction at the same time. In Preview, Darren adds a review note to a section. The note appears in the Review panel under Open, and when Ella resolves it, it moves to Resolved. Illustration with sample data.
Built for how you sell
One platform, tailored to how you sell
Whatever you sell, from a three-line quote to complex CPQ pricing, it starts in the same editor.
What are you quoting?
Pick the document you send most. Each one is built in the same editor, so you can start simple and add pricing rules, design and payments as you grow.
Simple quotes
Simple, professional quotes in minutes, for any business: line items, a total, and a link your customer can accept online.
Explore quoting softwareComplex pricing
Complex pricing, bundles and approvals: options customers can tick, volume discounts and a manager sign-off before it goes out.
Explore CPQ softwareProposals
Designed proposals that win: cover pages, galleries, timelines and pricing in one document, with a ping when it is opened.
Explore proposal softwareSign & pay
Sign and get paid in one document: a legally binding eSignature, then a deposit or full payment straight after.
Explore free eSignaturesEveryday quotes, sent in minutes
Not every quote needs a configurator. A service or trade business can send a tidy quote with three line items and an optional extra, and the customer ticks the extra, accepts, signs and pays from their phone. Start there and add catalogues, bundles and approvals only when you need them.
Example: a bathroom fan and light quote with call-out and inspection $95, supply and fit exhaust fan $340 and two hours' labour $180. The customer adds the optional LED ceiling light ($120), the total moves from $615 to $735, and they accept, sign and pay $735 in the same document.
Quoting for your industry
- Telco & hosted services
- IT services
- Travel
- Trade services
- Web developers
- Recruitment
- Construction
- Architects & engineers
- Marketing services
- Accounting
- Education
- Events
- Real estate
- All industries →
Or browse by use case: sales quotes, tender responses, change orders, contracts, deposits and more.
Under the hood: Canvas & Grid edit modes
Structured when you need it. Freeform when you don't.
Grid Mode keeps proposals and contracts in tidy rows and columns. Canvas Mode is a visual editor similar to Canva: place, layer and rotate anything with full design freedom. Switch between them any time.
Explore Canvas & Grid modesMore than a word processor. More than quoting software.
20 content blocks. One document editor.
Stop stitching together Word, Excel, PowerPoint, diagram tools and a separate eSignature platform. Every block below lives in the same interactive document your customer opens, selects, signs and pays in. Build with the drag-and-drop document editor, then explore every QuoteCloud feature.
Pricing Table
Dynamic quotes with automatic calculations, optional items, markups and pricing summaries.
Text
Headings, columns, lists, tables, hyperlinks and rich formatting.
Table
Structured rows and columns to compare options and organise information.
E-Sign
Legally binding approvals and signatures inside the document.
Form
Collect information, feedback and approvals without leaving the document.
Gantt Chart
Schedules, milestones, dependencies and delivery timelines.
Diagram
Process flows, org charts, solution architectures, mind maps.
Whiteboard
A visual space for mapping ideas, planning work and collaborating.
Spreadsheet
Calculations and data tables; cells can link to price tables.
FAQ
Questions and answers your client can open right in the document.
Video
Demos, destination showcases, training, executive messages.
Image
Visual storytelling with a built-in editor: crop, filters, text, shapes, layers.
Gallery
Image collages with configurable layouts.
Button
Calls-to-action to websites, forms, booking engines and payment portals.
QR Code
Connect print and digital.
Barcode
Inventory, ticketing, asset tracking.
Shapes
Extensive shape library; place images inside shapes.
TOC
Auto-generated and navigable.
Itinerary
From PDFs or Word, or imported from Sabre GDS and mid-office platforms.
Spacer
Layout spacing and visual rhythm.
Blocks that do real work, on the same page.
A schedule in a Table block, costings in a Spreadsheet block with working formulas, and the process as a Diagram, next to the price and the signature.
Product demo: Rich blocks: table, spreadsheet, diagramAdding rich content blocks in the QuoteCloud editor. A Table block is dragged in and filled with a project schedule. A Spreadsheet block is added with Areas and Materials tabs; a formula in column D multiplies area by rate, fills down, and a SUM gives the total. A Diagram block then builds a flow chart from site visit to handover, using its toolbar of shapes. Illustration with sample data.
Integrated with the apps you love
1,000s of tools ready to use.
Connect your CRM, accounting and payments so quotes, customers and invoices stay in sync, directly or through Zapier and Make.com, plus an open API.
HubSpot
Salesforce
Microsoft Dynamics
Xero
QuickBooks
FreshBooks
Slack
monday.com
Zendesk
ServiceM8
Google Docs
Google Sheets
Google Calendar
ExcelSafe & secure
Enterprise-grade security, built in.
Encrypted, legally binding e-signatures. Access controls, Single Sign-On (SSO) and granular permissions. A privacy-minded API and infrastructure hosted on AWS.
GDPR
AWS
256-bit encryption
eIDAS
Pricing
Simple, transparent pricing.
Take a 14-day free trial before you buy. No credit card required. No lock-in contract, cancel when you want.
Free
$0
Text, images and e-signatures. Send through your own email service.
Starter
$14.95 USD
Unlimited documents and e-signatures. Images, galleries and the image editor.
- Most popular
Essentials
$39 USD
Price tables, templates, content library, PDF export, tracking, API and MCP access.
Business
$59 USD
AI Co-worker, advanced pricing and approval workflows.
Enterprise
For complex teams, custom security, implementation and dedicated support.
Let’s talk
Prices exclude tax. Local-currency prices apply in Europe, Australia and the UK. MCP works on Essentials and up; a per-document charge applies to documents an AI assistant creates.
How QuoteCloud compares
Side by side on features, pricing and eSignatures. All comparisons
QuoteCloud is more than quoting software. It is a complete business document platform that brings word processing, spreadsheets, pricing, forms, diagrams, videos, AI, approvals and eSignatures into one editor, so quotes, proposals and contracts are created, sent, tracked and signed in one place.
Quoting software is the broad term for any tool that creates and sends price quotes, from a one-page job quote to a detailed estimate. Sales quoting software is built around a sales process: product catalogues, optional items, discounts, approvals, tracking and CRM connections, so each quote moves a deal forward. QuoteCloud does both. Start with quoting software for everyday quotes, and use CPQ software features such as bundles, advanced pricing and approval workflows when your pricing gets complex.
Yes. A simple quote can be a few line items and a total that your customer accepts and signs online, and the same editor handles bundles, discounts and approvals when deals get more involved. The free plan includes 2 documents a month with eSignatures, and Starter is US$14.95 per user per month. Price tables, the product library and online payments come with Essentials (US$39), and advanced pricing, bundling, discounts and approval workflows with Business (US$59). The 14-day free trial needs no credit card.
You build professional proposals in minutes instead of hours. Customers review interactive pricing, select options, complete forms, sign and pay online, all from a single document.
Yes. Add optional line items to the price table and clients can select items and adjust quantities where you allow it. The total updates instantly, and your team stays in control of what can be changed.
Yes. You control which pricing details are visible. Show the final price while keeping internal costs, margins and supplier pricing hidden from the client.
Yes. Multiple users can edit the same document simultaneously and changes appear instantly, so there is no more emailing versions back and forth.
Yes. Upload a PDF and QuoteCloud splits it into pages. Overlay text, images, shapes, galleries, form fields, e-signatures and initials, or insert new pages, while retaining the original design.
Model Context Protocol (MCP) lets AI assistants securely interact with your QuoteCloud account using live data. They can search your catalogue, retrieve customer information, create and update proposals, analyse documents and automate repetitive tasks. MCP is available on Essentials and up; a per-document charge applies to documents an assistant creates.
No. The 14-day free trial needs no credit card and has no lock-in contract. There is also a free plan you can use forever.
Sales Quoting Software Implementation Insights
This resource provides practical insights, best practices, and implementation guidance to help businesses streamline their quoting and proposal processes. From workflow design and template management to integrations, automation, and user adoption, the knowledge base is designed to support successful deployment and ongoing optimisation of modern sales proposal solutions.
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