Getting started with QuoteCloud

Ask your AI for a quote. Review it in QuoteCloud.

Connect the AI assistant your team already uses to QuoteCloud through MCP. It works with your real clients, catalogue and templates, builds the draft, and leaves the decisions to you.

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Try it: pick a request, or type your own.

Interactive demo of an AI assistant connected to QuoteCloud through MCP. Ask it to draft a proposal for Harbour & Co. from a sales call, quote 40 laptops for Marlow Civil Works from the product catalogue, turn a tender email from Kestrel Labs into a proposal, find proposals that were opened but not signed, or quote 3 pumps for 45 cubic metres an hour at 32 metres head on 415 volts, where it matches pumps by spec, prices them with product images and adds the spec sheet as a PDF block. For each request the assistant calls QuoteCloud tools such as find client, list templates, search content library, search catalogue, create document, add price table and check approval rules, and a QuoteCloud draft builds beside the chat. Every result is a draft, ready for your review and not sent.

Your AI assistant QuoteCloud · MCP
Draft a proposal for Harbour & Co. from yesterday's call with Priya.
On it. I'll pull the client and your call notes, then build it in QuoteCloud.
Tool calls 6 · QuoteCloud
find_clientHarbour & Co. · Priya Shah · call notes, 15 Oct
create_documentFrom template “Managed services proposal”
write_sectionIntroduction, from the call notes
search_content_library3 approved blocks added
add_price_table4 catalogue items · $4,914 a month
check_approval_rulesNo discount · no approval needed
Draft HC-1042 is ready for your review. I wrote the introduction from Priya's notes, added three approved blocks and priced it from your catalogue. Nothing has been sent.
QuoteCloud · Proposal · HC-1042Managed IT for Harbour & Co. Draft · not sent
NNorthbeam ITManaged IT and Microsoft 365Prepared for Priya Shah, Harbour & Co. · 42 staff
IntroductionDrafted by AI · review

Thank you for your time on Tuesday, Priya. With 42 people across two offices and a move to Microsoft 365 planned for the new year, Harbour & Co. needs support that answers quickly and security you don't have to think about. This proposal covers both, from one monthly fee.

From your content libraryWhy NorthbeamSecurity approach30-day onboarding
Your investmentPer month Managed support, per user42$3,318 Microsoft 365 Business Premium42$924 Endpoint security42$378 Cloud backup, 2 TB1$294 Total per month, ex GST$4,914
Approval rules checkedNo discount and under $10,000 a month: no approval needed.
Ready for your reviewEditOpen in QuoteCloud

What is MCP and why does it matter for quoting?

MCP, the Model Context Protocol, is a standard way to connect AI assistants to business tools. QuoteCloud's MCP AI service lets yours work with your clients, catalogue, templates and approval rules, and draft quotes and proposals for your team to review and send.

Business plan · US$59 per user / month

Diagram: your AI assistant sends requests such as search catalogue (flow at least 45 cubic metres an hour) and create document through MCP to QuoteCloud, which holds your clients, catalogue, templates and documents; QuoteCloud returns the matching pump, its spec sheet and a draft quote.

AI alone: copy, paste, rebuild
Connected: ask once, review the draft

How does one request become a signed quote?

Scroll to follow it.

  1. Ask with the duty point.

    Flow, head, voltage. One sentence.

  2. It matches by spec.

    Your catalogue, filtered by its attributes.

  3. The quote builds itself.

    Product images, prices and the spec sheet.

  4. You review. Rules apply.

    Project discounts still go through approval.

  5. You send. They sign.

    Tracked from first view to signature.

Why does MCP suit technical quoting?

For engineered equipment and building services.

  • HVAC and mechanical
  • Electrical switchgear
  • Pumps and valves
  • Fire protection
  • Industrial automation

  • Selection by spec

  • Spec-sheet packs

  • Tender schedule to priced response

  • Approvals on project discounts

  • Fast revisions

Five reasons: products are selected by spec, for example switchboards by current and fault rating; spec-sheet PDFs are added as a pack; a tender schedule becomes a priced response line by line; project discounts still go through approval; and revisions such as swapping to the 400V model take one sentence.

What can AI do in QuoteCloud through MCP?

Ask it like this.

Engineering

  • Quote 3 pumps for 45 m³/h at 32 m head, 415V
  • Size AHUs for a 180 kW cooling load over 3 floors
  • Main switchboard for 630 A, 50 kA fault rating
  • Isolation valves for PN40 steam, DN50 to DN100
  • Fire pump set for 30 L/s at 70 m, with jockey pump
  • PLC panel for 24 I/O, IP66, with HMI
  • Price this tender schedule of 86 lines
  • Attach the spec sheet for every line

Sales

  • Draft a proposal for Harbour & Co. from Tuesday's call
  • Quote 40 laptops with docks and setup
  • Turn this tender email into a proposal
  • Which template fits a three-site fit-out?
  • Does this quote need sign-off?

Operations

  • Who's opened our quotes but not signed?
  • Prepare November's service renewals
  • What's waiting on clients this week?
  • What did we quote Moana Dental last year?
  • Reorder last month's workwear for all sites
  • Web order: 1,200 printed cartons, 3 sites

Implementation

  • Rebuild our Word quote as a template
  • Import this price list with specs and images
  • Attach each product's spec sheet PDF
  • Turn our case studies into blocks
  • Project discounts over 10% go to a manager
  • Create ten test quotes and check totals

Examples depend on how your MCP connection is set up.

How does MCP help a QuoteCloud implementation?

Your AI does the heavy lifting. Our team guides it.

  1. Week 1

    Connect and scope

  2. Week 2

    Catalogue, specs and PDFs

  3. Week 3

    Templates and approvals

  4. Week 4

    Test and train

  5. Then

    Go live, add more

MCP + QuoteCloud implementation services

We connect your assistant, set its permissions and set up QuoteCloud around it.

Talk to us about implementation See pricing

Is it secure? Who stays in control?

You set what it can do.

Example permissions for a quoting assistant: allowed to read clients, search the catalogue and create drafts; must ask before sending to clients; never allowed to approve discounts or edit locked wording.

  • Your user permissions
  • Approvals still apply
  • History and audit trail
  • 256-bit encryption on AWS
Start free 14-day trial Business plan, US$59 per user

Rated, secure and in business since 2013.

  • 4.2Capterra rating
  • 4.2Software Advice rating
  • 2013Building QuoteCloud since
  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Questions, answered

Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud. AI-generated content can contain mistakes; review it before sending.

Specs in. A quote ready for review.

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