Onboarding that fits your team.

Pick your path and see exactly what's included, from your first converted template to a full rollout.

Start free 14-day trial Book a demo

No credit card required4.2 on Capterra

  • 14-day free trial, no cardIncludedBook a demo
  • One template converted freeIncluded
  • 45-minute training sessionIncluded
  • Zapier, Make.com and APIsIncluded
  • Native CRM and accounting integrationsFrom BusinessIncluded
  • Implementation supportEnterpriseIncluded
  • Direct account managerEnterpriseIncluded
  • SupportEmail, business hoursPremium 24×7
  • More templates and training sessionsPaid add-on
  • Integration setup consultancyAsk us
EssentialsUS$39 per user / month

For one person or a small team getting quoting sorted.

BusinessUS$59 per user / month

For teams that want quotes flowing into their CRM and accounts.

EnterpriseLet's talk per seat or per document

For larger rollouts across teams, with someone in your corner.

  1. Start your free trial
  2. Template converted free
  3. 45-minute training session
  4. Send your first quote
  1. Start your free trial
  2. Template converted free
  3. 45-minute training session
  4. Connect your CRM or accounts
  5. Send your first quote
  1. Talk to our sales team
  2. Plan with your account manager
  3. Implementation support
  4. Integration setup
  5. Train your teams
  6. Go live
Start free trial Contact sales

Bigger rollouts, run with you.

On Enterprise, implementation support and a direct account manager keep every team moving to one go-live.

Illustration: a sample six-week rollout plan for a 60-seat business. Week 1, plan with the account manager. Weeks 1 to 3, templates and libraries. Weeks 2 to 3, teams and roles. Weeks 3 to 5, integration setup. Weeks 4 to 5, team training. Week 6, go live.

  • Implementation support

    Help planning and running the rollout, included on Enterprise.

  • A direct account manager

    One person who knows your teams, with quarterly strategy reviews.

  • Premium 24×7 support

    Priority channels and a guaranteed 4-hour response SLA.

Zapier, CRM or a custom API? We'll set it up with you.

Consultancy and integration setup is available for Zapier, custom APIs and other platforms. Tell us what you use.

  • From EssentialsZapier, Make.com and the QuoteCloud APIs
  • From BusinessNative CRM and accounting integrations
Contact sales

Illustration: QuoteCloud in the centre, connected to Zapier, Make.com, the QuoteCloud API, HubSpot, Salesforce, Xero and QuickBooks.

Need a little more? Add it on.

Top up your onboarding whenever your team grows.

  • More training sessions

    Extra 60-minute sessions for new starters, new teams or deeper features.

    Paid add-on

  • More templates converted

    Bring the rest of your quotes and proposals across, billed per template.

    Paid add-on

  • Premium 24×7 support

    Round-the-clock help with guaranteed SLAs once you're live.

    Premium support

Not sure which path? Start with the trial.

Start free 14-day trial Book a demo

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

Whatever the size of your team, start here.

Free for 14 days. No credit card required.

Start free 14-day trial Contact sales

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