What collaboration features does QuoteCloud provide?

QuoteCloud offers real-time collaboration, inline commenting and feedback, full version history, granular permission controls, and notifications and alerts. Together they streamline teamwork across quote, proposal and contract creation, so documents stay accurate and move forward faster.

How does real-time collaboration work in QuoteCloud?

Multiple users can edit the same document at the same time and see each other's changes instantly. That means faster iteration and fewer bottlenecks when creating and refining quotes, proposals and agreements.

Can clients and external stakeholders collaborate on documents?

Yes. Invite clients and external stakeholders to review, comment on and sign documents, while permission controls limit what they can access. You collect feedback from buyers and partners without giving up security or control.

How does version history help my team?

QuoteCloud tracks document versions automatically, so you can view previous drafts, compare revisions and restore an earlier version if needed. The history creates an audit trail that reduces errors and supports accountability.

What permission controls are available to protect sensitive documents?

Administrators assign granular roles and permissions to each collaborator, defining who can view, comment, edit, approve or restore versions. Only authorised people can change pricing or contract terms, keeping sensitive information confidential.

How do notifications and alerts keep teams up to date?

QuoteCloud sends alerts when documents are updated, commented on or need action, so team members and stakeholders stay informed and respond faster. Timely notifications cut follow-up overhead and speed up approvals and signatures.

Can collaboration be used in sales quoting and proposal workflows?

Absolutely. Collaboration works alongside templates, rich media, drag-and-drop editing, interactive pricing tables and eSignature-ready documents, so teams produce accurate agreements efficiently and keep creation, review and approval in one place.

How can I try QuoteCloud's collaboration tools?

Start a free 14-day trial with no credit card required, or book a demo to see collaboration and document workflows in action. The trial lets you test real-time editing, commenting, version history and permission controls with your own team.

Real-time document collaboration for proposals that close

Write, price, review and approve quotes and proposals together, in one live document. Sophie and Alex are already in this one. Jump in.

Start free 14-day trial Book a demo

No credit card required

Live demo. Try to , , or .

Project ProposalSaved

S A You

Prepared for Northwind · Website rebuild

Project Proposal

Executive Summary

Northwind needs a faster website that turns visitors into enquiries. We'll rebuild it in six weeks, with your team involved at every step.

Project Approach

We'll work in two-week sprints, starting with a discovery workshop. Each sprint ends with a live review.

Investment Summary

Approved by Alex

Investment Summary pricing table
Item	Qty	Unit price	Amount
Discovery workshop$2,400 each	1	$2,400	$2,400
Design & build sprint$6,800 each	3	$6,800	$20,400
Team training session$950 each	2	$950	$1,900
Support plan, 12 months$3,600 each	1	$3,600	$3,600
Subtotal			$28,300
GST (10%)			$2,830
Total			$31,130

On Executive Summary
Alex 2 min ago
Great start! Can we add more details here? @Sophie
Sophie 1 min ago
Sure, I'll update this section.

Use the comment button beside any section to start a thread.

Put an end to endless email threads

Everyone works in the same live quote or proposal and sees each change the moment it happens. No more attachments, no more "FINAL_v4", no more guessing which copy is right.

Every way your team collaborates, built into the document

Real-time co-editing
Several people edit the same quote or proposal at once and see each change instantly, so iterations take minutes, not days.
Comments, replies and @mentions
Ask questions, suggest revisions and highlight text right on the section it's about. Mention a teammate, get an answer, resolve and move on.
Version history
Every version is saved automatically. Preview earlier drafts, compare what changed and restore in a click, with a clear record of who did what.
Roles and permissions
Give each collaborator view, comment, edit or approve access, so only the right people can change pricing and contract terms.
Notifications and alerts
Know when a document is updated, commented on or needs your action, in QuoteCloud, Slack or Microsoft Teams.

See it with your own team and your own documents.

Start free 14-day trial Book a demo

Bring your customer into the same document

Clients and partners review, comment and e-sign where your team did the work, with permission controls limiting what they can see and change. Approval workflows make sure the right people sign off first.

From first draft to signed agreement

Templates and drag-and-drop
Produce accurate agreements quickly with templates, rich media and content blocks.
Secure eSignatures
Legally binding, eIDAS compliant signatures with 256-bit encryption and an audit trail.
Instant insights
Timely alerts, reports and reminders keep every agreement moving.
Every agreement, one search away
Cloud storage with search and advanced filtering, from any device.
CPQ and online payments
Visual catalogues, configurable pricing and Stripe or PayPal payments in the document.