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QuoteCloud for your industry: questions and answers
How travel, telco, IT, trades, construction, accounting, recruitment, agency and other businesses use QuoteCloud to quote, propose and get signed.
22 questions
The short answer
QuoteCloud is used by any business that quotes, proposes or contracts. Travel agencies open GDS and mid-office bookings from systems such as Sabre, Tramada and Tres CCTE as branded itineraries; telcos and IT providers price monthly and one-off charges on contract terms; trades and builders get estimates signed with a deposit on site. QuoteCloud has 28 industry pages and industry templates, plus opt-in travel and contract plan extensions.
Industries overview
Which industries use QuoteCloud?
Any business that quotes, proposes or contracts; QuoteCloud has pages for 28 industries, from trades to travel.
Most asked
Full answer
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.
Are there templates for my industry?
Yes. The template gallery is organised by industry, and each industry page links to its templates.
Plan: Essentials and above
Full answer
Yes. When you create a template in QuoteCloud, the gallery shows ready-made templates organised into industry categories, and the public template library on the QuoteCloud website lets you browse them first, for example travel itineraries, accounting engagement letters, IT services and construction proposals. Every template is editable, so you add your branding, services, rates and terms. Public and custom document templates are included on Essentials and above, and one existing template is converted free during your trial.
Does QuoteCloud have industry-specific add-ons?
Yes. Opt-in extensions include travel itineraries with GDS and mid-office integration, and contract plans for telcos and ISPs.
Plan: Paid add-on
Full answer
Yes. QuoteCloud offers optional software extensions you activate only if you want them, which keeps costs low and the interface uncluttered. Industry extensions include the travel itineraries widget with GDS and mid-office integration for travel agents, and Contracts & Service Plans for telcos, ISPs and hosted services. Both are opt-in extensions with their own cost on Essentials, Business and Enterprise. Enterprise also offers the TravelDocs Duty of Care add-on.
Travel
How does QuoteCloud work for travel agencies?
Bookings from your GDS or mid-office open as branded itineraries you enrich, price, send for eSignature and share to an app.
Most asked
Full answer
Itineraries created in your GDS or mid-office system open directly in QuoteCloud, so consultants can add destination guides, photos, PDF brochures, videos and personalised messages without re-keying the booking. Flights, accommodation, transfers, tours, insurance, fees and optional extras sit in one branded proposal with a price table. Travellers accept with a legally binding eSignature, can pay a deposit through Stripe or PayPal, and then see the trip in the free TravelDocs app.
Which GDS and mid-office systems does QuoteCloud work with?
Sabre, Tramada, Tres CCTE, PowerSuite and Helloworld's Resworld; the QuoteCloud team sets up the connection.
Plan: Paid add-on
Full answer
QuoteCloud imports bookings from Sabre GDS, Tramada, Tres CCTE, PowerSuite and Helloworld's Resworld, so PNRs and trip files open in QuoteCloud as structured itineraries with no re-keying. The QuoteCloud team arranges the connection with you for your provider. The travel itineraries widget with GDS and mid-office integration is an opt-in extension on Essentials, Business and Enterprise.
How does the Tres CCTE integration work?
Itineraries exported from Tres CCTE mid-office open in QuoteCloud with the data mapped, ready to enrich and send.
Plan: Paid add-on
Full answer
QuoteCloud is integrated with the Tres CCTE mid-office. Itineraries exported from Tres CCTE open inside QuoteCloud with the itinerary data mapped automatically, so consultants don't retype bookings. They then add photos, brochures, videos, destination guides and custom notes, apply a branded travel template and send the proposal for eSignature. QuoteCloud provides setup help for connecting Tres CCTE exports, building content libraries and customising itinerary templates.
Can I build an itinerary without a GDS connection?
Yes. Upload a booking PDF or paste the booking into the Itinerary block, and QuoteCloud extracts segments and pricing.
Full answer
Yes. Right-click the Itinerary block and choose to upload an itinerary file, such as a booking or trip PDF, or paste the itinerary data from your booking system. QuoteCloud pulls out the segments and pricing and organises them into an itinerary and a price table, and it can be set up to recognise the document formats you use most. Itinerary blocks are pre-formatted layouts for flights, hotels, car rental and other segments. On Business, AI Co-Worker can also turn pasted airfare searches into itinerary segments.
What is the TravelDocs app?
A free iOS and Android app where travellers see the itinerary and documents you prepared in QuoteCloud.
Full answer
TravelDocs is a free mobile app for iOS and Android that shows travellers the itinerary you prepared in QuoteCloud. Travellers sign in with their surname and booking reference, with no account to create, and see flights, accommodation and the e-tickets and vouchers you attached, under your company banner or logo. The app works offline, shows flight check-in and live status, and lets travellers add their own arrangements and share the trip with family, friends or colleagues.
Can travellers choose optional tours and pay a deposit online?
Yes. Optional extras update the trip total as travellers tick them, then they eSign and pay by Stripe or PayPal.
Plan: Essentials and above
Full answer
Yes. Put optional tours, upgrades and extra services in the price table as optional rows, and the trip total updates as the traveller ticks them, so you don't need to send several versions of the same quote. The traveller then accepts the itinerary and booking terms with a legally binding eSignature and pays a deposit by card through Stripe or through PayPal. Price tables and online payments are included from Essentials, and a payment gateway is required.
Does QuoteCloud suit corporate travel management?
Yes. A client's travel policy can be attached to every employee itinerary automatically, and TravelDocs keeps it on the phone.
Full answer
Yes. QuoteCloud can be configured to add each corporate client's travel policy and guidelines to every employee itinerary automatically, and the documents travel with the booking into the TravelDocs app. Travel templates can be structured for leisure, corporate or group travel. For larger travel management companies, the Enterprise plan includes the TravelDocs Duty of Care add-on, implementation support and premium support.
Telco and IT services
How does QuoteCloud work for telcos and ISPs?
Price connectivity, voice, mobile and managed services, monthly and once-off, on 12, 24 or 36-month terms in one signable proposal.
Most asked
Full answer
QuoteCloud prices connectivity, voice, mobile, cloud and managed services in one proposal, with monthly charges and once-off hardware, installation and setup side by side. The same solution can be priced on 12, 24 or 36-month terms. A catalogue holds categories, bundles and SKUs, carrier buy rates and margins stay hidden from the customer, and discounts past your threshold route for approval. Customers choose optional upgrades, then eSign online. Contract Plans is an opt-in extension for telcos, ISPs and hosted services.
Can engineers add network diagrams and timelines to a telco proposal?
Yes. The Diagram and Gantt Chart blocks sit in the same proposal as the pricing, on Business.
Plan: Business and above
Full answer
Yes. Network and solution diagrams are built inside the proposal with the Diagram block, and implementation timelines with the Gantt Chart block, so the technical design, service levels and rollout sit beside the commercial offer. Sales, pre-sales and engineering work on the same document rather than passing versions back and forth. Diagrams, Gantt charts and approval workflows are included on Business and Enterprise.
How does QuoteCloud work for IT and managed service providers?
Price per user and per device, monthly and one-off, route big deals for approval and get term contracts signed online.
Full answer
IT companies, managed service providers, consultants and system integrators use QuoteCloud to price managed services per user or per device alongside licences, hardware and onboarding, with recurring and one-off costs in the same price table. Proposals can include scopes of work, milestones, Gantt timelines and architecture diagrams. Multi-level approvals check larger deals before they go out, clients tick optional services such as security add-ons, and they eSign the term agreement online. Templates include IT Services and AI Services proposals.
Trades and construction
How does QuoteCloud work for tradespeople?
Build the quote on your phone from saved rates, offer good, better and best options, and get it signed with a deposit on site.
Most asked
Full answer
Electricians, plumbers, carpenters, painters and other trades use QuoteCloud in a phone or tablet browser to build quotes from job templates and saved call-out fees, labour rates and parts, with site photos and diagrams attached. Offer good, better and best packages, let the customer pick on the spot, then have them eSign on your screen and pay a deposit by card through Stripe or PayPal. Templates include roofing, plumbing and solar installation proposals.
Does QuoteCloud connect with ServiceM8 and simPRO?
Yes. QuoteCloud integrates with ServiceM8 and simPRO job management, as well as Xero and QuickBooks.
Full answer
Yes. QuoteCloud lists integrations with the ServiceM8 and simPRO job management systems, alongside accounting tools such as Xero and QuickBooks and payments through Stripe and PayPal. Accepted quotes can flow on to the tools you run jobs and accounts in, so the job is not retyped after the customer signs. Native CRM and accounting integrations are included on Business; see each integration page for how the connection works.
How does QuoteCloud work for construction companies?
Price labour, materials and subcontractors in one estimate, add plans and timelines, and get it signed and the deposit paid online.
Full answer
Builders, renovators and contractors price labour, materials and subcontractors in sections of one price table, pulling rates from the product catalogue, with subtotals, tax and the total calculated as they go. Estimates can include Gantt timelines, drawings as PDFs and site photos. Clients tick optional upgrades, ask questions as comments, eSign on any device and pay a deposit through Stripe or PayPal. Templates include Roofing Proposal, Home Repair Contract, Residential Home Builder and Construction Proposal.
Can I get change orders or variations signed?
Yes. Send the change order or variation as its own document and the client eSigns it, even on site.
Full answer
Yes. A change order, called a variation in Australia and the UK, records an agreed change to work already under contract, with its effect on price and timeline. Send it from QuoteCloud as its own document with a price table and an eSignature block, and the client can sign it on a phone before the extra work starts. Keeping each change as a separate signed document avoids disputes when the final invoice arrives.
Professional services and agencies
How do accounting firms use QuoteCloud?
Package services into monthly fees, let clients add extras, and get engagement letters initialled and signed by every director.
Full answer
Accounting practices use QuoteCloud to package compliance, tax and advisory services into fixed monthly fees with once-off onboarding, while clients tick add-ons such as payroll or bookkeeping. Engagement letters can carry initials on each key term and multiple signers, such as each director, with an optional one-time passcode, an audit trail and a certificate of authenticity. Signed engagements can sync to Xero, QuickBooks or FreshBooks. Templates include an Accounting Engagement Letter and an Accounting Services Agreement.
How do recruitment agencies use QuoteCloud?
Send recruitment proposals and terms of business with your fees, then collect legally binding eSignatures online.
Full answer
Recruitment and staffing agencies use QuoteCloud to create, send and track recruitment proposals, terms of business, quotes and contracts, then collect legally binding eSignatures on a computer, tablet or phone with no app to install. Reusable blocks hold your services, process and terms, and fees come from your product catalogue. Free templates include a Recruitment Proposal, an HR Services Proposal, a Simple Job Offer Letter and a Temporary Employment Contract.
How do marketing agencies use QuoteCloud?
Present campaign strategy, media samples and budgets in one proposal, with retainers, one-off fees and optional add-ons.
Full answer
Marketing agencies and freelancers use QuoteCloud to set out campaign plans, strategy, tactics and expected outcomes next to images, video, PDFs and spreadsheets. Price tables separate monthly retainers from one-off setup costs and offer optional add-ons. Team members comment in the document, and clients sign online and can pay through Stripe or PayPal. Templates include mobile marketing, social media marketing and affiliate marketing proposals.
Can architects and engineers price fee stages in QuoteCloud?
Yes. Custom columns and formulas price stages as fixed fees or as a percentage of construction cost.
Full answer
Yes. Architecture and engineering practices use QuoteCloud for fee proposals, quotes, contracts, fee variations and scopes of work. Custom columns and formulas let you price each stage as a fixed fee or as a percentage of construction cost, with subtotals, tax and totals updating as you go; custom formulas are part of the Business plan. Add drawings, renders and schedules as PDFs or images, and clients review, eSign and can pay a first stage fee online.
How do event businesses use QuoteCloud?
Event managers, venues and caterers send proposals and contracts with packages, per-head pricing and eSignatures.
Full answer
Event managers, venues, caterers and planners use QuoteCloud to send quotes, proposals and contracts that include event timelines, venue details and pricing, from venue hire to per-head catering, with reusable packages and line items. Clients review and eSign online on any device. Templates include event venue, catering, wedding planning and event photography proposals, and forms (on Business) can collect event details in the same document.
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