Boost Your Sales Revenue with Versatile Document Workflows.

QuoteCloud is a document workflow platform that automates proposals, quotes, and contracts so they become deal makers instead of deal breakers. By reducing manual document work and streamlining the sales-to-signature process, QuoteCloud helps teams close deals faster and recover productivity lost to inefficient document management (the product overview cites potential productivity losses of over 20% when document workflows are poor).

Many customers see improved conversion and faster time-to-close after centralizing branded templates, pricing tables, and eSignature-enabled agreements in QuoteCloud.

Absolutely, QuoteCloud prioritizes security and compliance. It offers secure storage, encryption, authentication measures, and compliance with industry standards such as HIPAA, SOC 2 Type II, ESIGN, and UETA, ensuring the confidentiality and integrity of your documents.

QuoteCloud uses templated document generation, a drag-and-drop editor, rich media support, and interactive pricing tables to speed creation and reduce errors. Reusable templates and automated fields mean your proposals, quotes, and contracts are consistent, accurate, and quick to produce.

Automation features include pre-built templates, the ability to upload existing documents, dynamic pricing elements, and built-in eSignature workflows so agreements move from draft to signed without manual handoffs.

Yes. QuoteCloud offers a free 14-day trial with no credit card required. During the trial you can build templates, create and send quotes and proposals, test eSignature workflows, and explore integrations so you can evaluate how QuoteCloud fits your sales process before committing.

Getting started with QuoteCloud is simple. Sign up for a free trial or schedule a demo to explore its features and see how it can benefit your business. Our team is available to assist you with onboarding, training, and support to ensure a smooth transition to QuoteCloud.

No IT involvement is required. QuoteCloud emphasizes simple implementation and management, allowing teams to adapt and scale without any dependence on external IT resources. Admin-friendly tools handle template creation, user permissions, and workflow settings.

Yes. QuoteCloud provides a library of free templates and a drag-and-drop editor to create branded, consistent documents that your team can reuse across proposals, quotes, and contracts.

QuoteCloud supports eSignatures to streamline signing, save time, and maintain legal validity. The platform’s eSignature workflows are designed for convenience and security so you can confidently complete transactions online while preserving audit trails and signer authentication.

Yes, QuoteCloud integrates seamlessly with various third-party applications, including CRM systems, payment gateways, and productivity tools, enhancing its functionality and interoperability.

QuoteCloud delivers instant insights with alerts, reports, and reminders to help you track document status, follow up on outstanding proposals, and monitor team performance. These notifications and reporting tools keep business momentum by highlighting actionable next steps and providing visibility into your document pipeline.