QuoteCloud FAQ, organised your way.

QuoteCloud is quoting, proposal and eSignature software. You build a quote or proposal from templates and content blocks, price it with price tables and your product catalogue, and send it from your own email service. Your client reads it, chooses options, comments, signs and pays inside the same interactive document, and you can see when it is opened. QuoteCloud is provided by Corporate Interactive Technology Pty Limited in Sydney, Australia, and has been in business since 2013.

QuoteCloud has a Free plan at $0 for one user. Paid plans are priced per user per month: Starter US$14.95, Essentials US$39 and Business US$59. In Australia, Essentials is AU$64.95 and Business AU$94.95 per user per month. Enterprise is priced per seat or per document after a conversation with sales. Prices exclude applicable taxes, and there is no lock-in contract.

A price table is the content block in a quote or proposal that holds the line items and calculates the totals. You add products from the product catalogue or type ad hoc lines, group them under section headings, and the table works out quantities, discounts, tax, subtotals and the overall total as you build. Clients see a clean, interactive table in the browser where they can tick permitted options, change permitted quantities, then accept and sign. Price tables are included from the Essentials plan.

QuoteCloud is sales proposal software that lets you create, send, track and eSign client proposals and quotes in one place. You build each proposal in a drag-and-drop editor from templates, a shared content library and content blocks such as text, price tables, Gantt charts, diagrams and eSignatures. The client opens it in a browser on any device, chooses permitted options, comments, signs and can pay, and you are notified when it is opened. eSignatures are included on every plan.

Upload your company logo under Details & Branding, add your own typefaces to the Font Book and set a default typography so headings and paragraphs use them. Style containers, columns and blocks with your colours, borders and background images, style price table headers, lines and totals, and add PDF headers and footers with your logo, dates and legal text. Save styled sections to the content library and build templates from them, so every proposal and quote starts on brand.

Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, eIDAS being the EU regulation for electronic signatures. Every completed document includes a certificate of authenticity and an audit trail, documents are protected with 256-bit encryption on Amazon Web Services hosting, and you can switch on one-time passcode verification so the right person signs. Electronic signatures are widely used for quotes, proposals, contracts and other business agreements, but some documents carry special legal requirements, so check the rules that apply to your document type and jurisdiction.

Yes. Once you connect a payment gateway, clients can pay straight from the quote or proposal, on the same page, right after they accept and eSign it. When a client signs, they receive the payment request in the document and pay by card through Stripe or with PayPal. The document is then marked Paid on your dashboard, so the quote, the signature and the payment stay together and you can see who has paid without chasing.

An approval workflow is a set of rules that decides which quotes, proposals and contracts need internal sign-off before they reach the customer, and who gives it. You build it as a flow diagram in QuoteCloud's workflow editor: a trigger that decides when it applies, optional Switch conditions that route documents down different paths, approval steps, and a Ready to Send or Reject to Send outcome. Typical uses are large deals, deep discounts, non-standard terms and key accounts.

Yes. QuoteCloud shows the moment a client opens a quote, proposal or contract and how long they spend reading it, with real-time document tracking and email notifications on Essentials, Business and Enterprise. The view is recorded in the Document History, so you can follow up at the right time instead of guessing whether the quote was seen.

QuoteCloud lists integrations with Salesforce, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics 365, monday.com and Zendesk Sell, and with Zendesk for support tickets. Pipedrive connects directly, Salesforce connects through the Salesforce Sync add-on or through Zapier, and HubSpot, Zoho CRM, Dynamics 365, monday.com and Zendesk Sell connect through Zapier. A CRM that is not on the list can usually be connected through Zapier, Make.com or the QuoteCloud API.

QuoteCloud lists integrations with Xero, QuickBooks Online and FreshBooks. Each one connects through Zapier, with no code: a QuoteCloud event, such as a recipient signing a quote, runs an action in the accounting app, such as creating an invoice or a customer. Other accounting or finance tools supported by Zapier or Make.com can be connected the same way, or through the QuoteCloud API.

Yes. QuoteCloud has a Zapier app, so it can connect to thousands of other apps without code. A QuoteCloud event, such as a recipient signing, can run an action in another app, and an event in another app, such as a new deal or a spreadsheet row, can create a QuoteCloud document. Zapier is included from the Essentials plan at US$39 per user per month. Zapier itself is a separate service with its own plans.

QuoteCloud is hosted on Amazon Web Services and protects documents with 256-bit encryption in your own private cloud workspace. Data transferred between you and QuoteCloud is encrypted, and personal data is encrypted at rest on the hosting servers. QuoteCloud is GDPR compliant. Custom roles, team access settings and content locking control who can view, edit and send documents, and Enterprise adds single sign-on and IP range filtering.

Open Settings from the profile icon, then go to Users under Users & Roles and click Create New User. Enter the person's email address, first and last name, and optionally job title and phone numbers. Assign at least one team and one role, optionally choose a manager, and click Save. QuoteCloud emails an invitation; the user clicks Accept Invitation, completes their profile and creates a password. Until then they show as Unverified.

Any business that sends quotes, proposals or contracts. QuoteCloud publishes pages for 28 industries, grouped as trades and construction (including HVAC, plumbing and landscaping), professional services (accounting, consulting, legal and recruitment), creative and marketing, hospitality, events and travel, health, finance and insurance, property, and industry and technology, including telecommunications and IT services. Templates, price tables and the product catalogue adapt to how each business prices its work.

As of October 2026, PandaDoc includes pricing tables, a product catalogue and payment collection from its Business plan, at US$49 per seat per month billed annually or US$65 monthly; its Starter plan is US$19 annually or US$35 monthly. PandaDoc's Free plan gives 5 documents a month with eSignatures but no pricing tables or payments. QuoteCloud includes interactive price tables, the catalogue and Stripe or PayPal payments on Essentials at US$39 per user per month, and its Free plan gives 2 documents a month.