Take payments the moment they sign.
QuoteCloud Payments lets your clients pay a deposit or the full amount straight from your quote or proposal, by card through Stripe or with PayPal, right after they accept and eSign. The amount fills in from your pricing table, and the document is marked Paid on your dashboard, so you know who has paid without chasing.
No credit card required4.2 on Capterra
Interactive demo with fictional data. On the left, a client named Mia Calder opens quote Q-2048, Kitchen joinery fit-out, from Harbour and Pine Joinery on her phone, adds an optional soft-close drawer upgrade so the total becomes $15,180.00 including tax, accepts and signs, then pays a 30% deposit of $4,554.00 by card or with PayPal and sees a receipt. On the right, the QuoteCloud dashboard row for Q-2048 moves from Sent to Viewed to Signed to Paid, the amount paid appears, and the Paid filter count goes up by one. No payment is taken on this page.
Your client's phone
Kitchen joinery fit-out
- Cabinetry and doors$8,400.00
- Stone benchtops$3,200.00
- Installation$1,600.00
Total incl. 10% tax$15,180.00
Accept and sign
Q-2048 · $15,180.00
I accept this quote
Signed. Thank you, Mia.
Deposit due now
$4,554.00
30% of $15,180.00
Sample card ending 4242
You continue with PayPal to pay.
No payment is taken on this page.
Payment received
$4,554.00
Deposit for Q-2048 · by sample card ending 4242
- Quote total$15,180.00
- Paid today$4,554.00
- Balance$10,626.00
A sample receipt. No payment is taken on this page.
Tap the phone to take the next step. A sample quote: no payment is taken on this page.
Card through Stripe, or PayPal.
Connect the gateway your clients already trust, and they pay on the page they sign.
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Cards, through Stripe.
Clients pay by card on the quote they have just signed, and Stripe processes the payment.
See the Stripe integration with QuoteCloud -
PayPal, their way.
Clients pay with PayPal and can choose to pay the deposit or pay in full.
See the PayPal integration with QuoteCloud
Accepting payments is included on the Essentials, Business and Enterprise plans. Compare QuoteCloud plans and pricingAccept Payments requires integration with a third-party payment gateway. Gateway availability and transaction fees vary by region and provider.
Set up once. Every team, its own account.
Connect Stripe from the team's Payment Settings tab, and each brand or business unit can use its own account.
SettingsUsers & RolesTeamsEditPayment Settings
Joinery team Stripe connected
Payments on this team's quotes go to its own Stripe account.
Open Stripe DashboardDisconnect
Cards stay with the gateway. Signatures stay on record.
QuoteCloud doesn't store card details, and every signed document keeps a certificate and an audit trail.
Who handles what
- Your clientSigns, then enters card details
- Stripe or PayPalProcesses the payment
QuoteCloudMarks the document Paid. No card details stored.
Certificate of authenticity
- Sent to Mia Calder
- Viewed
- Signed by Mia Calder
- 256-bit encryption
- Hosted on AWS
- eIDAS eSignatures
Paid on the quote. Posted in your books.
With Zapier, a signed quote can create an invoice in Xero or QuickBooks Online, and a payment can update the document's status.
XeroInvoice created
QuickBooks OnlineInvoice created
Signed quote → invoicePayment received → document status
Xero accounting with QuoteCloud QuickBooks Online with QuoteCloud
Every step to paid, in one document.
The quote, the signature and the payment travel together, and you see each one land.
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Signed, then straight to payment.
The payment request appears the moment the signature is done, on the same page.
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Two ways to pay.
Card through Stripe, or PayPal. Your client picks.
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Choices change the total.
Optional items and quantities update the amount due before they sign.
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Recorded in the history.
The payment joins the document's history, next to every view and signature.
Rated, secure and in business since 2013.
- 4.2Capterra rating
- 4.2Software Advice rating
- 2013Building QuoteCloud since
