Getting started with QuoteCloud

Sales Proposal Software for winning complex deals with clarity and confidence

QuoteCloud helps teams create structured, persuasive business proposals that clearly communicate value, strategy, and outcomes.

No credit card required Rated 4.2 on Capterra

Move beyond quotes. Deliver proposals that win work.

Business proposals aren't just pricing. They tell a complete story: problem, solution, value and delivery.

Problem

Open with the client's challenge

Define the problem clearly, in their words, so every page that follows answers something real.

Solution

Present a solution designed for them

Solution design, diagrams and scope of work, built right inside the proposal instead of attached to it.

Value

Explain outcomes, not just services

Strong proposals show what changes for the client and reinforce value beyond cost alone.

Delivery

Prove you can deliver it

Methodology, milestones and a live Gantt timeline from the same editor. No separate project files.

Investment

Now the price makes sense

The same three lines, presented as an investment summary backed by everything before it.

Impact

Win the decision in the client's browser

They navigate every section on any device, and you know when they open it. Then they accept and e-sign.

Send your next proposal as the whole story.

One proposal, built by the whole team

Sales, delivery and technical contributors work in the same document in real time, while proposal templates and content locking keep every submission consistent and on-brand.

Approval workflows and version control, built in

Multi-step reviews decide who can send, and every draft is tracked, comparable and restorable. Accurate, aligned and approved before it goes to market.

Connected to your CRM, so proposals fill themselves in

Auto-populate client, opportunity and project fields from structured data, and keep CRM, project and accounting systems in step. No retyping, no inconsistent details.

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • monday.com
  • Zendesk Sell
  • Xero
  • QuickBooks
  • FreshBooks
  • Stripe
  • PayPal
  • Google Sheets
  • Slack
  • ServiceM8

Secure eSignatures. Trusted since 2013.

  • 4.2Capterra
  • 4.2Software Advice
  • eIDAS compliant
  • 256-bit encryption
  • Hosted on AWS
  • GDPR ready

Questions, answered

Stop sending prices. Start winning work.

Your first proposal can be ready today. 14-day free trial, no credit card required.