Edit, send and sign quotes from your phone
QuoteCloud Mobile is QuoteCloud in your phone's browser: a touch-first editor for quotes and proposals, and a mobile dashboard for your documents, contacts, settings and billing.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud Mobile runs in your phone's web browser, on every plan. Open a quote from the mobile dashboard and tap Edit: the touch editor shows the real pages, with a sheet below for text, pricing tables, photos and pages. Then send it by email or link, or have your client sign in person.
Last reviewed by the QuoteCloud team
Illustration with sample data: a phone shows QuoteCloud's mobile dashboard for Ridgeline Trade Services. The owner taps the split-system quote for Tom Ellery, taps Edit, and the quote opens in the touch editor. He taps the pricing table, changes the extra pipe run from 4 to 6 metres and the total rolls from $3,201.00 to $3,344.00. The quote saves and the green Send button appears.
Illustration · sample data
What can you do in QuoteCloud from your phone?
Two halves that work together: the touch editor for the document itself, and the mobile app for everything around it.
Edit the document
Tap any block on the real page. A sheet slides up with what you can change, and every change saves as you go.
The touch editorChange prices on site
Quantities, prices, discounts and optional items, with the total rolling to its new figure as you type.
Pricing tablesAdd photos as you take them
Camera or photo library straight into the document, then alt text, and position and zoom in a gallery.
Photos and mediaSend it, or sign it there
Email it, copy or share the link, or open it for your client to sign in person on your phone.
Send and signFind any document
Search, filter by status, pin what matters and act from one drawer: edit, send, copy, revise or change the status.
The mobile dashboardRun the account
Invite people, set roles and teams, connect your email, change plan and pay invoices without a laptop.
Settings on your phone
How does the touch editor work?
The page you edit is the page your client sees, drawn by the same renderer. Pinch to zoom, double-tap to fit the width. Tap a block and an orange ring and its name show what you picked; the sheet below shows where it sits and what you can change.
Tap text again and you're typing on the page, with a format row above the keyboard.
- One sheet with three heights: a peek, half the screen, or full.
- Undo and Redo in the top bar, and a save state that turns into the green Send button once everything is saved.
- Move, duplicate, delete or save any block to your content library from the Layout tab.
Illustration with sample data: the touch editor on a phone shows page 2 of Ridgeline Trade Services' split-system quote. Tapping the scope text puts an orange ring around it and the sheet shows the path Page 2, Section, Column, Text with Content, Style and Layout tabs. Tapping again brings up the keyboard with a format row. Tapping the pricing table shows its total in the sheet, and the Layout tab offers Move up, Move down, Duplicate and Delete.
Illustration · sample data
The client wants a longer pipe run. Fix it before you leave.
Ridgeline Trade Services is still in Tom Ellery's driveway when he asks for the outdoor unit on the side wall. Tap the pricing table, tap the line, and press + twice: the line, the tax and the total roll to the new figures.
Try it: the + and − buttons on the item work.
Sample business from our trade services pages. Figures are fictional.
Pricing tables on your phoneIllustration with sample data: Ridgeline Trade Services' split-system quote on a phone. Tapping the pricing table shows its total, $3,201.00, and Add item. The Content tab lists the items by group. Tapping Extra pipe run opens the item with Quantity 4 and a minus and plus stepper, Price $65.00 and Item total $260.00. Two taps on plus make it 6, the item total becomes $390.00 and the table total rolls to $3,344.00. The plus and minus buttons work in this illustration.
Illustration · sample data
Try it on your own phone
Start a free 14-day trial on a computer or phone, then open QuoteCloud in your phone's browser.
What do you still do on a tablet or computer?
We'd rather tell you now. The phone editor covers the work people do on the move; a few jobs need the full editor.
Edited on the phone
Text, images, galleries, pricing tables, pages, sections and columns, plus the document's settings, history and PDF export. Any block can be added, moved, duplicated, deleted or saved to your library.
Edited on a larger screen
The content of other blocks (forms, spreadsheets, FAQs, Gantt charts and the like), theme fonts and colours, headers and footers, pricing plans, bundles and rules, email attachments, scheduled sending, link security and approval requests.
Every document, one thumb away
The mobile dashboard lists your documents with their number, status, owner and main recipient. Filter by status, swipe across to the ones you pinned, and tap any card for its details and every action.
- Search by title, email or first name.
- Pull down to refresh; it also refreshes when you come back to the app.
- Create a new document from a template with the + button.
Illustration with sample data: the QuoteCloud mobile dashboard for Ridgeline Trade Services. Document cards show the number, title, a coloured status, the owner and the main recipient. Swiping shows Pinned. The filter button opens Filter by Status with Show All, Creating, In Review, Sent, Delivered, Alert, Revised, Pending Sent and Expiring; choosing In Review leaves one document. Tapping a card opens its drawer with owner, main recipient, views and the actions Edit, View, Send, Contacts, Pin, Status, Copy, Revise and Delete; Pin shows a Pinned toast.
Illustration · sample data
How do you start on your phone?
No download. Sign in once in your phone's browser.
Sign in on your phone
Go to app.quote.cloud on your phone and sign in. Phones go straight to the mobile dashboard.
Find the document
Search, or filter by status, and tap the card.
Tap Edit
The quote opens in the touch editor. Tap a block to change it.
Tap Send
Send it by email or link, or open it for your client to sign in person.
Everything QuoteCloud Mobile does
Each page shows one part working, with a phone you can tap.
- The touch document editorThe same document, laid out for touch: tap a block and a sheet slides up with everything you can change.
- Edit text and data items on your phoneType straight onto the page, format with a thumb-sized toolbar and drop in data items.
- Edit pricing tables on your phoneChange a quantity on site and watch the total roll. Add items from your library, set discounts and options.
- Add photos to a quote from your phoneTake a photo or pick one from your library, position and zoom it and give it alt text, inside the document.
- Pages and blocks on a small screenSee every page at once, drag to reorder, and add, duplicate or remove pages and blocks.
- Send a quote and get it signed from your phoneEmail it, share the link, or hand your phone over and sign in person.
- The mobile document dashboardSearch, filter by status, pin what matters and act on any document from one drawer.
- Contacts, messages and notificationsYour address book, document conversations and alerts, each one tap away.
- Account settings on your phonePeople, roles, teams, email, automation, add-ons and developer settings, in a familiar settings stack.
- Plans and billing on your phoneChange plan, pay by card or bank transfer, and check invoices and usage.
- Getting started with QuoteCloud MobileWhere to sign in, which browsers work, and your first edit from the phone.
- FAQStraight answers about editing, sending and running QuoteCloud from a phone.
Questions about QuoteCloud Mobile
Can I edit quotes on my phone with QuoteCloud?
Yes. Open the quote from the mobile dashboard and tap Edit. The touch editor shows the real pages; tap a block to change its text, prices, photos or layout, and every change saves as you go. It works in your phone's browser, on every QuoteCloud plan.
Do I need to download an app?
No. QuoteCloud Mobile runs in the web browser on your phone. Sign in at app.quote.cloud and phones go straight to the mobile dashboard, with the touch editor one tap away.
Does the touch editor work on a tablet?
Yes. The same editor link opens the touch editor on touch tablets too. Full screen on a large tablet, the toolbar floats at the bottom and the tools sit in a panel beside the page, and you can switch to the classic editor from More.
Can my client sign a quote on my phone?
Yes. In Send, choose Sign document in-person and pick the recipient. The document opens as they see it, so they can sign it on your phone there and then.
What can't I do from a phone?
Some work needs a larger screen: editing the content of blocks such as forms, spreadsheets or Gantt charts, theme fonts and colours, headers and footers, pricing plans, bundles and rules, and email attachments, scheduling and approval requests. You can still add, move and delete those blocks.
Your next quote, finished on the spot
Start a free 14-day trial and open QuoteCloud on your phone. No card needed.