What is QuoteCloud document generation software?

QuoteCloud is a smart document generation platform for quotes, proposals and contracts. Instead of drafting every document from scratch, teams start from branded templates, reusable content blocks and AI-assisted text, pull customer data in from their CRM, and send consistent, professional documents much faster.

Can I create branded proposals and quotes with QuoteCloud?

Yes. Customisable templates, themes and style controls give every document a unified, company-wide look, with the right layout blocks in the right places. Start from premade templates covering popular industries and document types, or create your own custom template.

Does QuoteCloud integrate with my CRM and other business tools?

Yes. QuoteCloud connects with CRMs such as Salesforce, HubSpot, Pipedrive, Zoho, Monday and Microsoft Dynamics, plus accounting, payment and productivity tools, so customer data flows straight into your documents without redundant data entry. A GraphQL/REST API covers custom connections.

Can QuoteCloud generate documents automatically at high volume?

Yes. Through the GraphQL/REST API, any application that can make HTTPS requests can exchange document data with a QuoteCloud account, so you can programmatically produce any quantity of documents around the clock for archiving, email marketing, invoicing or other business needs.

How does QuoteCloud reduce errors and support compliance?

Templates enforce consistent structure, approved wording, disclaimers and compliance elements, while access permissions and version control keep everyone working from the right document. That reduces the risk of incorrect wording, omissions or other errors slipping into your contracts and proposals.

Can I add AI-written content and rich media to documents?

Yes. QuoteCloud includes AI text generation to draft and rewrite content, and you can embed videos, spreadsheets, animated GIFs, images and other media, making proposals and quotes more engaging while cutting the time spent writing and assembling them.

What are interactive pricing tables?

Interactive pricing tables let clients toggle options, compare packages and adjust quantities directly inside the document, so pricing is clear and there is less back-and-forth. Clients can then accept and sign online.

How can I try QuoteCloud?

Start a free 14-day trial with no credit card required, or request a personalised demo. Ready-made templates help you generate your first document quickly.

Document generation software that goes from blank page to signed

Branded templates, live CRM data and locked-in terms assemble every quote, proposal and contract for you. One at a time, or thousands at once.

Start free 14-day trial Book a demo

No credit card required 4.2 on Capterra

NNorthwind StudioProposal · NS-2041

Website & brand refresh Proposal for {{client.company}}Harbour & Co. Investment {{deal.total}}$53,460Valid 30 days

Hi {{contact.first_name}}Ava

Thanks for your time last week. Here is how we will refresh the Harbour & Co. website and brand in eight weeks, for one fixed price. AI Co-worker

ItemQtyAmount

Discovery & strategy1$6,400

Website design & build1$32,000

Brand guidelines1$10,200

Care plan optional12 mo$2,400

Total inc. GST$53,460

Terms & conditions 50% deposit on acceptance, balance on delivery. Prices in AUD, valid for 30 days. Confidential. Issued under Northwind Studio standard terms, version 3.

Ava Chen, Harbour & Co.

Awaiting signatureSigned

Copy of Proposal_FINAL_v7.docx

Theme Layout locked

CRM record CompanyHarbour & Co. ContactAva Chen DealWebsite & brand Amount$53,460

Approved clauses · v3

Sent Opened Signed

One document, built for you in six moves

Scroll and watch a single proposal go from an empty page to a signed agreement, without anyone retyping a thing.

01
No more blank pages

Most proposals still start here: an empty page, a copy of an old file and an afternoon of retyping and proofreading.

NNorthwind StudioProposal · NS-2041

Website & brand refresh Proposal for {{client.company}}Harbour & Co. Investment {{deal.total}}$53,460Valid 30 days

Hi {{contact.first_name}}Ava

Thanks for your time last week. Here is how we will refresh the Harbour & Co. website and brand in eight weeks, for one fixed price. AI Co-worker

ItemQtyAmount

Discovery & strategy1$6,400

Website design & build1$32,000

Brand guidelines1$10,200

Care plan optional12 mo$2,400

Total inc. GST$53,460

Terms & conditions 50% deposit on acceptance, balance on delivery. Prices in AUD, valid for 30 days. Confidential. Issued under Northwind Studio standard terms, version 3.

Ava Chen, Harbour & Co.
Awaiting signatureSigned

Copy of Proposal_FINAL_v7.docx

Theme Layout locked

CRM record CompanyHarbour & Co. ContactAva Chen DealWebsite & brand Amount$53,460

Approved clauses · v3

Sent Opened Signed
02
A branded template drops in

Your theme, logo and layout blocks land in the right places, with placeholders ready for data. Every document looks like your company, whoever creates it.
Explore templates

NNorthwind StudioProposal · NS-2041

Website & brand refresh Proposal for {{client.company}}Harbour & Co. Investment {{deal.total}}$53,460Valid 30 days

Hi {{contact.first_name}}Ava

Thanks for your time last week. Here is how we will refresh the Harbour & Co. website and brand in eight weeks, for one fixed price. AI Co-worker

ItemQtyAmount

Discovery & strategy1$6,400

Website design & build1$32,000

Brand guidelines1$10,200

Care plan optional12 mo$2,400

Total inc. GST$53,460

Terms & conditions 50% deposit on acceptance, balance on delivery. Prices in AUD, valid for 30 days. Confidential. Issued under Northwind Studio standard terms, version 3.

Ava Chen, Harbour & Co.
Awaiting signatureSigned

Copy of Proposal_FINAL_v7.docx

Theme Layout locked

CRM record CompanyHarbour & Co. ContactAva Chen DealWebsite & brand Amount$53,460

Approved clauses · v3

Sent Opened Signed
03
Your CRM fills in the details

Client, contact and deal data flow straight from your CRM into every placeholder, and AI Co-worker drafts the introduction. No re-keying, no typos.
Meet AI Co-worker

NNorthwind StudioProposal · NS-2041

Website & brand refresh Proposal for {{client.company}}Harbour & Co. Investment {{deal.total}}$53,460Valid 30 days

Hi {{contact.first_name}}Ava

Thanks for your time last week. Here is how we will refresh the Harbour & Co. website and brand in eight weeks, for one fixed price. AI Co-worker

ItemQtyAmount

Discovery & strategy1$6,400

Website design & build1$32,000

Brand guidelines1$10,200

Care plan optional12 mo$2,400

Total inc. GST$53,460

Terms & conditions 50% deposit on acceptance, balance on delivery. Prices in AUD, valid for 30 days. Confidential. Issued under Northwind Studio standard terms, version 3.

Ava Chen, Harbour & Co.
Awaiting signatureSigned

Copy of Proposal_FINAL_v7.docx

Theme Layout locked

CRM record CompanyHarbour & Co. ContactAva Chen DealWebsite & brand Amount$53,460

Approved clauses · v3

Sent Opened Signed
04
Pricing builds itself

Line items, quantities, tax and totals calculate as the table assembles, with optional items your client can switch on inside the document.
See CPQ pricing tables

NNorthwind StudioProposal · NS-2041

Website & brand refresh Proposal for {{client.company}}Harbour & Co. Investment {{deal.total}}$53,460Valid 30 days

Hi {{contact.first_name}}Ava

Thanks for your time last week. Here is how we will refresh the Harbour & Co. website and brand in eight weeks, for one fixed price. AI Co-worker

ItemQtyAmount

Discovery & strategy1$6,400

Website design & build1$32,000

Brand guidelines1$10,200

Care plan optional12 mo$2,400

Total inc. GST$53,460

Terms & conditions 50% deposit on acceptance, balance on delivery. Prices in AUD, valid for 30 days. Confidential. Issued under Northwind Studio standard terms, version 3.

Ava Chen, Harbour & Co.
Awaiting signatureSigned

Copy of Proposal_FINAL_v7.docx

Theme Layout locked

CRM record CompanyHarbour & Co. ContactAva Chen DealWebsite & brand Amount$53,460

Approved clauses · v3

Sent Opened Signed
05
Approved terms, locked in

Disclaimers and compliance clauses are part of the template, so they can't be forgotten or edited out. Access permissions and version control do the rest.

NNorthwind StudioProposal · NS-2041

Website & brand refresh Proposal for {{client.company}}Harbour & Co. Investment {{deal.total}}$53,460Valid 30 days

Hi {{contact.first_name}}Ava

Thanks for your time last week. Here is how we will refresh the Harbour & Co. website and brand in eight weeks, for one fixed price. AI Co-worker

ItemQtyAmount

Discovery & strategy1$6,400

Website design & build1$32,000

Brand guidelines1$10,200

Care plan optional12 mo$2,400

Total inc. GST$53,460

Terms & conditions 50% deposit on acceptance, balance on delivery. Prices in AUD, valid for 30 days. Confidential. Issued under Northwind Studio standard terms, version 3.

Ava Chen, Harbour & Co.
Awaiting signatureSigned

Copy of Proposal_FINAL_v7.docx

Theme Layout locked

CRM record CompanyHarbour & Co. ContactAva Chen DealWebsite & brand Amount$53,460

Approved clauses · v3

Sent Opened Signed
06
Sent, opened, signed

Delivered to your client's inbox as an interactive web document or a PDF, then accepted and e-signed in the same place.
About eSignatures

NNorthwind StudioProposal · NS-2041

Website & brand refresh Proposal for {{client.company}}Harbour & Co. Investment {{deal.total}}$53,460Valid 30 days

Hi {{contact.first_name}}Ava

Thanks for your time last week. Here is how we will refresh the Harbour & Co. website and brand in eight weeks, for one fixed price. AI Co-worker

ItemQtyAmount

Discovery & strategy1$6,400

Website design & build1$32,000

Brand guidelines1$10,200

Care plan optional12 mo$2,400

Total inc. GST$53,460

Terms & conditions 50% deposit on acceptance, balance on delivery. Prices in AUD, valid for 30 days. Confidential. Issued under Northwind Studio standard terms, version 3.

Ava Chen, Harbour & Co.
Awaiting signatureSigned

Copy of Proposal_FINAL_v7.docx

Theme Layout locked

CRM record CompanyHarbour & Co. ContactAva Chen DealWebsite & brand Amount$53,460

Approved clauses · v3

Sent Opened Signed

One template. Thousands of documents.

Through the GraphQL/REST API, any system that speaks HTTPS can send data to QuoteCloud and get finished, personalised documents back, around the clock: for archiving, email marketing, invoicing and more.

Illustrative request body

{
  "template": "proposal-standard",
  "client": {
    "company": "Harbour & Co.",
    "contact": "Ava Chen"
  },
  "fields": { "deal.total": 53460 },
  "deliver": ["web", "pdf", "email"]
}

Generating batch

Every document in the right format, at the right moment: a live web link, a PDF, or straight to the client's inbox.

Start free 14-day trial Read the developer guide

Trusted with the documents that close deals

0.0/5 Rated on Capterra
0.0/5 Rated on Software Advice
eIDAS-compliant eSignatures, 256-bit encryption, AWS hosting and GDPR. Building business documents since 2013.

Document generation software that goes from blank page to signed

One document, built for you in six moves

No more blank pages

A branded template drops in

Your CRM fills in the details

Pricing builds itself

Approved terms, locked in

Sent, opened, signed

One template. Thousands of documents.

Your data is already somewhere. Plug it in.

Trusted with the documents that close deals

Questions, answered

Questions, answered

Skip the blank page on your next proposal

For your industry

Information

Templates

Getting Started

Document generation software that goes from blank page to signed

One document, built for you in six moves

No more blank pages

A branded template drops in

Your CRM fills in the details

Pricing builds itself

Approved terms, locked in

Sent, opened, signed

One template. Thousands of documents.

Your data is already somewhere. Plug it in.

Trusted with the documents that close deals

Questions, answered

Questions, answered

What is QuoteCloud document generation software?+

Can I create branded proposals and quotes with QuoteCloud?+

Does QuoteCloud integrate with my CRM and other business tools?+

Can QuoteCloud generate documents automatically at high volume?+

How does QuoteCloud reduce errors and support compliance?+

Can I add AI-written content and rich media to documents?+

What are interactive pricing tables?+

How can I try QuoteCloud?+

Skip the blank page on your next proposal