1# solution for sales quoting & sales proposals
Sales Quoting + Sales Proposals + Contracts + Forms + Sales Quote Automation + Configure Price Quote Software
​No credit card required​
Create and send sales quotes, easier and faster
#1 Sales Quoting Software & Sales Proposal Software
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.
Benefits
Sales Quoting & Proposal Software
#1 Sales Quotation Solution
Speed
 | access anytime, anywhere! |
| speed up time to create &Â 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 &Â 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 |
Â
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 |
| +Â automatically expire sales quotes past their "time to live" |
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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.
Legally Binding
Add legally binding e-signatures to your sales quotes, contracts, & proposals.
Multi-Party
Assign multiple people to digital sign a sales quote, contract or sales proposal
One Or Many
Assign multiple places in your sales quote for a person to sign
Extra Security
Optionally send a one-time passcode to the recipient to ensure the right person signs
Get Paid Faster
With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes.
Customer Payments
Need a deposit payment or full payment with an order?
No problem.
Stripe & PayPal
Stripe & Paypal Payment Systems ready to go! Ask us if you need an alternative Payment System
Payment Template
Set-up default messages, percentage or amount to collect in your sales quote templates
Discounts & Tips
Offer discounts when customers pay online, and optionally prompt for a gratuity (tip).
Payment Receipts
Payment receipts automatically generated and emailed, and an audit trail recorded with your sales quote
Live Chat
Live chat with customers while they read your sales quotes, contracts and sales proposals.
Add Forms to your Sales Quotes
Conveniently collect data when customers approve your sales quotes. Quick, easy & efficient. Incorporating forms into your documents adds real value to your sales order processing.
Easy
Add forms to your sales quotes to collect important information from customers when they order
Library
Create a library of commonly used forms that you can add to sales quotes on-the-fly
Quick To Add
Superbly easy to build online forms with drag &Â drop controls
Templates
Add forms to your sales quote, contract and sales proposal templates, so they are ready to go when creating new documents
Streamline document workflow
Automate internal approvals and send reminders to customers if they have not opened or approved your sales quotes.
Integrated with the apps you love
1000's of tools ready to use
Integrate QuoteCloud with the tools you use everyday so your sales team can focus on the important things they need to get done.