1# solution for sales quoting & sales proposals
Sales Quoting + Sales Proposals + Contracts + Forms + Sales Quote Automation + Configure Price Quote Software

No credit card required


Free library of sales quote templates
Know when your customer is reading your sales quote.
Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote.
No credit card required
Sales Quoting Tool + Sales Proposals + Contracts + E-signatures + Forms
Stand out from the crowd
Create interactive documents that set you apart from your competition.

Industry Specific Software Extensions
Explore a library of software extensions that make the difference in your industry. Built by experts just for you!
Dedicated software for creating Travel Itineraries, manually or directly from your Mid-office or GDS software
Dedicated software for contracts and plans - perfect for selling mobile plans, hosted solutions & business phone systems

Importers & Exporters
Realtime currency exchange rates for companies that need to easily convert from their local currency.
Benefits
Sales Quoting & Proposal Software
#1 Sales Quotation Solution
Speed
access anytime, anywhere! | |
speed up time to create & send sales quotes | |
give customers an easy way to e-sign sales quotes | |
centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes | |
build a library of sales quote templates to perfect your sales pitch in target markets | |
customer address book -- to save time when creating sales quotes | |
prospect finder -- use the contact finder robot to search the web for cold call lists |
Win
increase your sales conversion | |
create impressive & accurate quotes | |
know when customers are reading your sales quotes | |
get paid faster with easy online acceptance and payments | |
live chat with clients while they read your sales quote | |
stop messy sales quotes | |
dont forget key information...record customer contact history for each sales quote |
Safe
Prepare and e-sign contracts with confidence and consistency | |
sales quotes safely encrypted & stored in your private cloud storage | |
ensure legal terms are correctly applied to sales quotes | |
optional manager approval of sales quotes | |
profit margin display - know the profit on a sales quote before you send it out |
Automate
automate sales forecasting | |
seamless integration to your CRM and accounting packages | |
keep a full version history of sales quotes sent to a client | |
automatically expire sales quotes past their "time to live" | |
automatic currency conversions - get real time exchange rate for foreign currencies |

No design skills required
Use our library of sales quote templates, design your own, or ask us for help.
Features
Sales Quote & Proposal Software -
#1 Sales Quotation Solution
Big Value
Unlimited sales quotes | |
Unlimited sales quote templates | |
Product catalogue for easy drag & drop of products to price tables | |
Content libraries for on the fly drag & drop of content into sales quotes: + text blocks; | |
Embed PDF documents that display seamlessly in your sales quotes | |
give customers interactive pricing options to win more deals | |
Insert spreadsheets and use values from spreadsheet formulas for complex price calculations |
Time Savers
Built-in e-signatures available | |
Customer address book to quickly add recipient information when creating sales quotes | |
Auto send customer reminders to read your quotes or approve them | |
Automatic discount ruies | |
Quantity break discounts (% discount applied triggered the quantity ordered reaches a specified value) | |
Tiggered discounts (triggered when the total sales quote value reaches a threshold) | |
Take payments when customers approve sales quotes | |
Optional workflow for manager approvals before sales quotes can be sent to a customer | |
Automatic sales forecast tool |
Easy
Sales quotes in HTML and automatically converted to PDF format for printing | |
Built-in email marketing campaign tool for bulk sending sales quotes to an audience | |
Full version control when revising sales quotes | |
Content locking - to prevent sales people changing sections in a sales quote, such as legal information |
Automate
automate sales forecasting | |
seamless integration to your CRM and accounting packages | |
keep a full version history of sales quotes sent to a client | |
+ automatically expire sales quotes past their "time to live" |
Easy customer eSignatures
Add e-signatures to make it super easy for your customers to sign legally binding documents.

Electronic Signatures
Electronic signatures are completed faster than handwritten signature requests. Customers can draw, type or upload an image of their signature.